Why is Financial Information Received but not in Turbotax

[MHH4]

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.

[CatinaT1]

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

See the following TurboTax Help articles for potential fixes:

• What if I can't import my 1099?
• How can I fix my 1099 import issue?
• How do I import my 1099s?
• How do I enter a large number of stock transactions in TurboTax?

[MHH4]

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.