Unsuccessful imports from both Schwab and Fidelity

Forum|Forum|1 year ago
February 26, 2025
3 replies
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I'm running TurboTax Premier 2024 (freshly updated to 024.000.0308 on a Windows 11 machine.

I've attempted to import financial forms from Schwab and Fidelity. In both cases I get the following error.

I'm reasonably certain that the data is available because I have downloaded pdf versions of the forms.

I'm at a loss about what to try.

Thanks in advance!

Best answer by daddio25

I was searching through similar posts and saw a response that suggested turning off browser security SW. I gave it a try and that worked. I was able to download all of the data that I needed.

Thanks for reading.

daddio25Author

The version number was deleted. 🙄 Here is a image showing it.

daddio25AuthorAnswer

I was searching through similar posts and saw a response that suggested turning off browser security SW. I gave it a try and that worked. I was able to download all of the data that I needed.

Thanks for reading.

bclee

Import from Fidelity works but TT H&B hangs when the screen says These documents are ready for import, clicking on import results in changes to top bar State tax owed but Federal remains at $0.