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Level 2
Feb 19, 2026 2:17 AM UTC
Question

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

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!!  

    10 replies

    CatinaT1
    Alumni - Intuit
    Feb 19, 2026 1:51 PM UTC

    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:

    1. Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL.
    2. Find Local Network Access in the dropdown menu.
    3. Toggle the switch to ON.
    4. 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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    Level 3
    Feb 19, 2026 10:34 PM UTC

    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.

    CatinaT1
    Alumni - Intuit
    Feb 20, 2026 3:02 PM UTC

    Some have received a message from Charles Schwab saying downloads would be enabled on Feb 27th. Maybe you have some forms that are not available yet.

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    Level 2
    Feb 26, 2026 10:29 PM UTC

    When I look at the import section of names, there are two Schwab entries.   The first entry fails to download data, the second Schwab i was successful.