I've done this for the past decade or so, but seem to be having an issue today.Under Federal Taxes -> Wages and Income -> Let Us Enter Your Bank and Brokerage Tax Documents, I selected Betterment as the institution and clicked Continue.Clicked Continue again, and then OK.Clicked Get My Forms.After entering username and password, the browser showed success.I returned to TurboTax, which was still at Step #2 above. At this point, I can follow Steps 2->4 infinitely, the data never imports. What am I doing wrong, and what should I be doing instead?

TurboTax

File with experts
File your taxes
Experts at your fingertips

An expert helps with your taxes, or does them for you
TurboTax Expert Full Service

TurboTax Expert Assist

TurboTax Self-Employed
Prior year taxes
File myself
File myself
Do it yourself

We'll guide you step-by-step
TurboTax Do It Yourself

TurboTax Self-Employed

TurboTax Desktop
TurboTax Free

Activate your product

Prior year taxes
Business
Business
Business taxes

Get your T2 corporate return done right, your way
TurboTax Business

TurboTax Business Desktop
Tax situations
Tax situations
Tax situations

Find extra guidance for your big life moves
For investors

For 25 and younger

For self-employed

For new to Canada

For life changes
Resources
Resources
Resources

Explore tax tools, get tips, and read reviews
Personal income tax calculator

RRSP savings calculator

Learning hub

TurboTax support (FAQ)

TurboTax community
Pricing

Community

dbjordan

Solved

Having trouble importing from Betterment

Forum|Forum|1 year ago
February 18, 2025
1 reply
0 views

I've done this for the past decade or so, but seem to be having an issue today.

Under Federal Taxes -> Wages and Income -> Let Us Enter Your Bank and Brokerage Tax Documents, I selected Betterment as the institution and clicked Continue.
Clicked Continue again, and then OK.
Clicked Get My Forms.
After entering username and password, the browser showed success.
I returned to TurboTax, which was still at Step #2 above. At this point, I can follow Steps 2->4 infinitely, the data never imports.

What am I doing wrong, and what should I be doing instead?

Best answer by dbjordan

OK turns out, the fix was to disable the adblocker in the browser. Apparently it didn't like something TT was trying to do. Not quite disabling antivirus for the whole system. . . but it got the job done. Thanks!

mglauner

Did you check in the Income section, under Your 2024 Income Summary > Import Summary to see if your data imported?

Some users have reported that they needed to enable 'third party access' in their brokerage account to import. Others have stated that their usual Sign In to their brokerage account needed to be a Document ID instead (from PDF download of 1099 data).

Be sure you temporarily disable all anti-virus software (including modem).

Let us know if you can't resolve your issue after trying some of these options, and we'll try to help.

Here's how to Contact TurboTax Support for more help.

@dbjordan