Importing Brokerage data does not work

Forum|Forum|1 year ago
February 20, 2025
2 replies
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I am using TT Premier. I have been importing for years so I am not new at this. I successfully imported my W2 already this year. When I try to import 1099s from Fidelity and Schwab, I get the same message:

"Success! We got your tax data. You can now return to TurboTax."

But there's nothing there in TT. No data.

Schwab and Fidelity both say the data is ready for importing. I can type everything in manually, but I pay for the import function and I expect it to work. I have other info I need to import as well.

Can someone help?

John

PS. I restarted my PC, updated Windows, updated TT, cleared my cookies and cache etc

Best answer by JamesG1

I am able to import tax information from a financial institution using TurboTax Online Windows 11 and a Chrome browser. However, the financial institution is not Fidelity or Schwab.

Perhaps you should try using TurboTax Online in another browser.

fac1012Author

Any suggestions from the TT team?

I tried it again today. Same results.

John

fac1012Author

Can someone from the TT team at least respond? I saw another post with the same issue, so I'm not the only one with the problem. Is it a Windows issue? A browser issue? Does it work for other people?

JamesG1Answer

I am able to import tax information from a financial institution using TurboTax Online Windows 11 and a Chrome browser. However, the financial institution is not Fidelity or Schwab.

Perhaps you should try using TurboTax Online in another browser.

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Cannon1857

When I imported from Schwab (using Microsoft Edge) the information came into TurboTax Deluxe but created a new 'bullets/banners' for the Dividend and the Interest for 2024. So I had two bullets for my 2024 Dividend amounts, one showing the values from Schwab and the second showing $0. Ditto for Interest. I finally deleted the bullets with the $0's but am manually checking the other values to see that they match my 1099 hard copy.

This issue may be the one that ends my TurboTax subscription because the product seems to add one new frustration every year.

JamesG1

When downloading from a bank or financial institution, I see the 'bullet/banner' being created under the name of the financial institution.

Are you saying that you are seeing a second 'bullet/banner' that is unnamed also being created?

This I have not experienced.

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Cannon1857

No, I am saying I see a second bullet/banner for Schwab with the data I wanted to import - but the first Schwab bullet-banner is there with $0 and if I click on it it starts me on the process to download from Schwab again.