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Downloading form 1099 from Charles Schwab -- TT desktop premier version on win11 is running me around in circles

Hello,

   Here's my problem: I've selected my financial provider and I'm supposed to click continue to start the import.  I click continue. TT says it will open a tab to get the import started. I click ok. I get another screen and I click  "get my form"  Then I log into my account. I sign some consent forms.  I select the account to link up and hit continue.. I review the selected account. I hit the done button 

 

The screen says "Success! We got your tax data." I close the screen and return to TT. My only option is to click the continue button but when I do, the import process starts up all over again. I cannot see to leave this screen. 

 

Anyone else have this issue?

Do I need to click "skip import" when I return to the original screen?

 

Thanks for any help.

 

 

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1 Best answer

Accepted Solutions

Downloading form 1099 from Charles Schwab -- TT desktop premier version on win11 is running me around in circles

It actually appears to have been a problem on Schwab's side.  I received a notification from Schwab that files were available for download as of today.  I found that most were. But apparently, they are still having some problems with some 1099's.  I was able to get 2 out of 3 of the files I needed.  Hopefully everything else will get cleared up soon.

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4 Replies

Downloading form 1099 from Charles Schwab -- TT desktop premier version on win11 is running me around in circles

Experiencing the same problem

andrewbernstein
Returning Member

Downloading form 1099 from Charles Schwab -- TT desktop premier version on win11 is running me around in circles

Also have the same problem!

Make that HAD the same problem. I found a post resolving the same problem importing from etrade.

 

Make Chrome your default browser and the import will work successfully. I was using MS Edge but apparently that is incompatible.

Downloading form 1099 from Charles Schwab -- TT desktop premier version on win11 is running me around in circles

Thanks for the feedback.

Actually I could not get chrome to work but firefox did.

Downloading form 1099 from Charles Schwab -- TT desktop premier version on win11 is running me around in circles

It actually appears to have been a problem on Schwab's side.  I received a notification from Schwab that files were available for download as of today.  I found that most were. But apparently, they are still having some problems with some 1099's.  I was able to get 2 out of 3 of the files I needed.  Hopefully everything else will get cleared up soon.

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