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Employee

Question

"Looks like we've run into an error." When importing data to TurboTax 2022 download Home & Business from my financial Institution

Forum|Forum|3 years ago
February 14, 2023
22 replies
0 views

Wen I try to import data from Bank of America to TT H&B Desktop version, everything appears to be fine. However, after receiving the "Success! We got your tax data. You can now return to TurboTax." window I then get a TurboTax error window popping up, that says ""Looks like we've run into an error." We're sorry but we need to close TurboTax. This may cause you to lose some of the info you've entered so please review your return after restarting to make sure nothing's missing. Help us improve TurboTax by sending the error report created for this issue. we'd also like to get some details about your experience when you encountered this error - please use the box below to provide additional comments. We will only e-mail you if we need more details about this error.""

I have replied about this error to TurbTax and sent my comments to TurboTax from this error page. This has been going on for about a month. I even spoke with TuboTax to try and fix issue, but with no success. I cleared cookies in both Chrome and MS Edge , changed my default browser from Chrome to Edge, uninstalled the and reinstalled software and changed screen resolution as advised. However, I keep getting this error and TT crashes and anything done post my last save is then missing. I will say I am able to import from a different financial institution successfully, however the import is done differently.

When importing from Bank of America, I get a message from TT that says it will be opening a new browser window, which takes me to a special portal between TT and BofA to log in. I put in my credentials and then get my 2FA screen, enter the code, and see a TT icon with two arrows going back and forth to my BofA icon. When it is complete I then get the message from above "Success! We got your tax data. You can now return to TurboTax." then the error message in the TT H&B software. When I close the page by either replying in the comments with my email address, or just canceling, the TT software shuts down. When doing an import from Merrill Edge, the import is done directly from the software and does not open a new web browser. The import is successful.

Sorry for the long blown out explanation, but wanted to include as many details as I could. Has anyone experienced this before? I cannot find any other posts from this current tax year.

TurboTax Home & Biz Windows

MoniqueLO_

Please see this Help Article for information regarding when you will be able to import 1099’s.

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

@sehoffma

sehoffmaAuthor

Employee

Thanks Moniquel .

sehoffmaAuthor

Employee

I tried again today and Turbotax still crashes. Any other thoughts?

CarissaM

Please try to update the software by following the instructions here. Uninstall and re-install do not always grab the updates.

Also, if you have not done so, please try to change the Bank of America password, just to ensure it is being entered and recognized by Bank of America. Sometimes an older password will cause issues with connecting the account.

Please let us know if the same issue is occurring.

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lwbezanson

I am having the exact same problem upon attempting import from JP Morgan - Chase. Same sequence as indicated above - a browser dialog indicating 'data successfully retrieved' and a turbo-tax dialog with 'unexpected error, turbotax has to close'. On subsequent attempts to import, the browser dialog indicates 'data already shared' and won't retrieve, and there is no data within turbotax. Where is this data stored, assuming the retrieval was successful but loading into turbotax failed?

CarissaM

Are you trying to import more than one 1099 from a different account into Turbo Tax? Such as different login credentials? @lwbezanson

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George774

You should have received a 1099 from the bank. Why don't you manually enter the info?

makladi

It is less error-pruned and easier for non-expert to get it imported

CarissaM

Bank of America is ready to import as long as you have your 1099 ready. Please follow the instructions here to import the 1099. @Jeffbb

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Jitu

I spent more than 4 hours today because I couldn’t download tax data from Fidelity. Had screen sharing with turbo tax and phone with Fidelity at the same time. According to Fidelity this is a known issue and other than using the turbo tax from within the Fidelity website there is no option. I am extremely unhappy as TurboTax makes it very hard to get phone support and they should have fixed this issue by now. Other than returning the software I see no option. I am short on time as traveling and want to get it done.

Jeffbb

I received a message today 3/4 that my Morgan Stanley info won't be transferable until 03/14. Is BofA ready to do transfers?

Bougaz

I need to fill out and attach my 1095 to my return.

jason liang

i have the exact same error message every time i tried to connect to chase and import forms. and turbotax 2022 crashed all the times. i have been using turbo tax for many years and it worked all fine in the past. need a solution here (i mean other than manual inputs).

Konajule

I ran into a similar ERROR trying to import my 2021 tax return on my computer to 2022 TurboTax Premier. I entered info by hand and lost entered info when I tried, one more time, to upload my TT 2021 tax.

Now I'm questioning other errors.

pwolly1

Yes, I have the same issue when importing from JP Morgan Chase. Have you reached out to customer support--- what have they said?

HeatherPLO

Please see our Help Article which provides troubleshooting steps for importing your 1099.

@lgoodrph

@ITZUS

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JLK24

I am having the same exact problem important data from Fidelity. And, I'm having the same experience you are describing. I have been using Turbo Tax for 25 years and importing financial data from brokerage firms is the easiest process. Not this year. I am not interested in manual entry (why buy a tax software with download capability). I've called customer support twice and they don't know what to do. Very frustrating.