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Returning Member
posted Mar 9, 2024 4:41:59 PM

Why is Financial Information Received but not in Turbotax

Can anyone answer why I cannot get my financial information into TurboTax?  I follow the directions on the web page TurboTax opens.  The TurboTax web page then says the connection was successful and they got the data.  It says I can return to TurboTax.  But, the TurboTax program says the import was unsuccessful.  I've tried this several times with the same results.

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2 Replies
Expert Alumni
Mar 12, 2024 6:23:46 AM

If you are using TurboTax Online, try importing using a different browser.

 

See the following TurboTax Help articles for potential fixes:

Returning Member
Mar 16, 2024 2:40:32 PM

Thank you for your reply.  I resolved the issue. 

 

I am using a downloaded version of TurboTax.  When I tried to import financial data, the program opens a web page.  I then opened my financial institution web page (this was the error).  I went back to the web page TurboTax opened and selected the button to transfer the information.  A message displayed saying the data was received successfully.  However, the actual TurboTax program said there was an error.

 

I discovered I need to have the TurboTax web site open my financial institution web page for the transferred data to be imported into the TurboTax program.  This is the procedure I used:

  • Select to transfer the data in the TurboTax program.
  • Allow the TurboTax program to open a web browser.
  • In the web page, select the button to transfer the information.  Do not open your financial institution web page.
  • Enter your financial institution credentials on the separate window that opens.

The web page transferred the data and the TurboTax program successfully received the data.