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Level 1
posted Mar 2, 2023 3:06:01 PM

Why is TurboTax not importing investment data?

TurboTax appears to connect with institution website but when I go to review data TT wants to download info again.

0 5 1944
1 Best answer
Level 1
Mar 5, 2023 5:36:45 AM

TurboTax has finally imported one consolidated form.  I have not yet checked the other.

5 Replies
Intuit Alumni
Mar 3, 2023 9:30:10 AM

Who are you trying to import your investment data from? That will help us assist you better. 

Level 1
Mar 5, 2023 5:36:45 AM

TurboTax has finally imported one consolidated form.  I have not yet checked the other.

Level 1
Apr 10, 2023 8:44:21 AM

I am using Charles Schwab - it connects and says success - but data is not importing and the program asks me to login again

Intuit Alumni
Apr 10, 2023 9:16:25 AM

If you are using TurboTax Online, you may want to try a different browser or try clearing out your browser's cache and cookies. Please see How do I delete cookies? and How to clear your cache for more information.   

 

Please see What if I can't import my 1099? for instructions. 

 

If you need additional assistance, please feel free to contact Customer Support so you can speak with a TurboTax representative who can assist you. 

@JoelStu 
 

Level 1
Apr 14, 2023 9:53:49 AM

I could not make this work and ended up manually importing all my data. I had several stock sales and even just importing the summary (for each type) was a real pain.

 

Also every year I get the 1099-OID error when reporting bond interest. I wish TT (SQA)  could work with Schwab and get these problems fixed...