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April 4, 2025
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Can no longer import brokerage data directly into TurboTax Deluxe

  • April 4, 2025
  • 1 reply
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I understood that TurboTax Deluxe allows importing directly from brokerages on the Partner list.  My brokerage is on the Partner list, but the only options available when I select it are TXF, Quickbooks, Quicken, and Quicken Rental.  There does not appear to be any option to directly import from my brokerage (LPL Fianancial).  I used to be able to do this on TurboTax Premiere as recently as last year.  Is this a problem with TurboTax Deluxe vs Premiere or did something change?  I don't have the other types of files it is requesting.

    Best answer by CatinaT1

    If you are using TurboTax Online, try importing using a different browser. Make sure any VPN or Anvi-Virus is turned off.

     

    See the following TurboTax Help articles for potential fixes:

    1 reply

    CatinaT1
    CatinaT1Answer
    April 4, 2025

    If you are using TurboTax Online, try importing using a different browser. Make sure any VPN or Anvi-Virus is turned off.

     

    See the following TurboTax Help articles for potential fixes:

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