You can now return to TurboTax." then TT crashes and shuts down. Again I have cleared cookies in both Chrome and Edge, changed default browsers, get the same browser message "Success! We got your tax data. However, the Bank of America import insists on opening a browser to import the data externally. In my case the FI that gets my credentials inside Turbotax without going through an external browser works. Now I am seeing that Bank of America is not the only FI having this issue, there is something going on with the TurboTax software. You can now return to TurboTax." I have tried all the subsequent advice to correct the problem with no success. The IRS is more concerned with the totals than the individual my password was incorrect, then why would 2FA work? Why do I get the message " Success! We got your tax data. The following screen shows the grouping and your 1099-B will show the transactions per group:Įnter the totals for each group, such as short-term covered, short-term non-covered, etc., and that will enter the data on to Schedule D and/or Form 8949. This may not be the ideal solution for you as most would prefer a direct import but this does work. With the difficulties you are having with the import feature, and if you have a paper copy of the 1099-B, you can enter the data manually by group rather than on a transaction-by-transaction basis. If you have great, if not please request as the workaround needs the paper statements showing each sections investment totals. The main question for the workaround is if you have received a paper copy from the financial institutions that you are trying to import from. I cannot speak for the importation problems, I can perhaps give you a workaround that will at least allow you to continue your return and including the data that could not be imported. Has anyone experienced this before? I cannot find any other posts from this current tax year. Sorry for the long blown out explanation, but wanted to include as many details as I could. When doing an import from Merrill Edge, the import is done directly from the software and does not open a new web browser. When I close the page by either replying in the comments with my email address, or just canceling, the TT software shuts down. You can now return to TurboTax." then the error message in the TT H&B software. When it is complete I then get the message from above "Success! We got your tax data. I put in my credentials and then get my 2FA screen, enter the code, and see a TT icon with two arrows going back and forth to my BofA icon. When importing from Bank of America, I get a message from TT that says it will be opening a new browser window, which takes me to a special portal between TT and BofA to log in. I will say I am able to import from a different financial institution successfully, however the import is done differently. However, I keep getting this error and TT crashes and anything done post my last save is then missing. I cleared cookies in both Chrome and MS Edge, changed my default browser from Chrome to Edge, uninstalled the and reinstalled software and changed screen resolution as advised. I even spoke with TuboTax to try and fix issue, but with no success. This has been going on for about a month. I have replied about this error to TurbTax and sent my comments to TurboTax from this error page. We will only e-mail you if we need more details about this error."" we'd also like to get some details about your experience when you encountered this error - please use the box below to provide additional comments. Help us improve TurboTax by sending the error report created for this issue. This may cause you to lose some of the info you've entered so please review your return after restarting to make sure nothing's missing. You can now return to TurboTax." window I then get a TurboTax error window popping up, that says ""Looks like we've run into an error." We're sorry but we need to close TurboTax. However, after receiving the " Success! We got your tax data. Wen I try to import data from Bank of America to TT H&B Desktop version, everything appears to be fine.
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