Unable to import data from Schwab or Vanguard into 2025 pc desktop

Forum|Forum|5 months ago
February 19, 2026
2 replies
84 views

I have Premier desktop installed on a PC. I go through the import process for both Schwab and Vanguard, and it seems to run properly (including the message: "Success! We got your tax data.") . However, I cannot then "continue" to a new screen. If I hit "continue", it just takes me through the same process of importing (which I've done). There's never an option to go on to the next import. If I go back, it says there's nothing imported (and if I switch to Forms there's no data where there should be data). I tried this with both brokerages, with the exact same issue. Spoke to an Intuit helper, who was unable to help (she said, just enter it manually... but that's a lot of entries when I get to stock transactions!). This hasn't been an issue in prior years. Is there a software glitch? Is someone trying to fix it? Or is there a secret work-around? Please, would some Expert help!!

CatinaT1

Level 15

If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.

To fix this you need to allow TurboTax to securely retrieve your data through your browser settings:

Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL.
Find Local Network Access in the dropdown menu.
Toggle the switch to ON.
Refresh the page and attempt your import again.

If permissions aren't the issue, one of the following factors may be at play:

Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements.
Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back.
Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.

Helpful TurboTax Articles:

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LIONLLG

Level 3

I have tried this and am still having an issue importing from Schwab. This has never been an issue in the past. Why is it not working? Schwab said the forms are available for download.