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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If you are using TurboTax Online, try importing using a different browser.
See the following TurboTax Help articles for potential fixes:
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:
The web page transferred the data and the TurboTax program successfully received the data.
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