TurboTax Import Failed (Error 2) - Tax Year 2023 TurboTax (2024)

FAQs

How to import tax documents into TurboTax? ›

You can either wait until prompted by TurboTax to import your brokerage statements (e.g., Form 1099-B or Form 1099-DIV), or you can go directly to the import feature by searching for “import” in the search box (top right in the TurboTax interface), then selecting the option to “Jump to Import.”

Sign in to TurboTax Online. From Tax Home, start a new return, or open or continue a section of a return you already started. Select Tax Tools from the left menu, and then Tools. Select Transfer last year's TurboTax return from your computer.

Choose New Tax Return from the File menu. Select Start a New Return. When you get to the transfer screen, select Browse. Navigate to your PDF file, select Open, and follow any onscreen instructions.

If you prepared your original tax return using TurboTax, log in to your account, open the tax return you already filed, and click on the link to amend your return.

Be sure to check with your institution to determine what company their investments are being held under. Once you've confirmed that your institution is a TurboTax 1099 partner, make sure you're using the proper sign in credentials on the import page, and that you have a working internet connection.

TurboTax does not store online any returns completed using the desktop editions. You have to sign onto your online account using the exact same user ID you used to create the online account.

If you see error messages like Transfer Was Unsuccessful, Internal Error, or Unable to Read Data, try these fixes: Close and restart TurboTax. Save a new copy of last year's return and transfer from the new copy. Reinstall your prior year TurboTax software.

In certain situations, the program might not accept a PDF, such as when it's password-protected, a scan of a hard copy rather than an electronic PDF, and certain other cases. If this happens, don't worry, we'll guide you through typing in your info. Instructions: Sign in to your TurboTax account.

Import is for things like 1099-INT, 1099-R 1099-B, w-2 and other items. They are usually not a txf file but an electronic file that goes directly from the server into your return. Certain other forms like K-1s may be in the TXF format which must be downloaded to your computer and then imported.

Can I attach a PDF to my TurboTax return? ›

Yes, you can attach a PDF to your TurboTax Desktop file, but only in certain circ*mstances. For instance, you can attach a PDF containing a 1099-B statement that you summarized in the program.

What could this mean? Sometimes clearing your cookies or doing an update can help with error messages. First, save your return and close your return and follow the steps below to see what you need to do depending on the version of TurboTax you are using: If using TurboTax Online: Clear your cache and cookies.

TURBOTAX ONLINE GUARANTEES

100% Accurate Calculations Guarantee – Individual Returns: If you pay an IRS or state penalty or interest because of a TurboTax calculation error, we'll pay you the penalty and interest.

Possible reasons for the rejection include reporting the wrong amount on your tax return, inputting the wrong W-2 amounts when transferring the information electronically or just math errors.

Sign in to your TurboTax account.

If you're already signed in, select Documents on the left menu. Select your desired tax year. Select Upload and select the document you want to upload. Select Done or Upload another tax form.

You can transfer your tax data file (with a filename extension . tax[year], such as . tax2022) only if you're switching a prior year return. You can't transfer your current year return.