Question

Can't upload form 1099B for Interactive Brokers. I have enabled the 3rd party & it errors out. States there isn't data to upload. Not true. I'm told it is TB Tax issue.

Forum|Forum|7 years ago
June 4, 2019
3 replies
0 views

No text available

TurboTax Free Edition Online

Employee

Contact TurboTax support and speak directly with a TurboTax support agent concerning this situation.

See this TurboTax support FAQ for a contact link and hours of operation -https://ttlc.intuit.com/questions/1899263-what-is-the-turbotax-phone-number

https://ttlc.intuit.com/replies/6636354

D

dadandmaback4morAuthor

Hi Critter#2. I did enable Turbo Tax as a 3rd party through Interactive Brokers. I was given a Query ID and a Token. I enter that information in Turbo Tax and it errors out. It states there isn't any information to upload. This is wrong, as I have a 1099B at Interactive Brokers. I believe it is a Turbo Tax issue. Please advise as I don't know what to do next. I have tried it several times and it fails each time. Thanks!

W

WILLIAMHHARRISON

After much frustration, I read the posts in this thread, then pasted the token and query into what I thought were the opposite fields. Then I read the labels to the fields more carefully and they were correct. The confusion is that the Interactive Broker site shows the Token first and the Query second, while the TurboTax program shows the Query first and the Token second. Copying and Pasting worked fine once I got this straight.

Still a lot of needless irritation, but made sense after the fact.

F

Function

Employee

The problem for me was that the wrong account was selected when I went to account settings. Double check you're accessing the token and query for the correct account!