Skip to main content
Level 1
January 24, 2026
Question

Connection with Charles Schwab to download forms / stock sales and trades from 2025 waited more than two days, still won't connect

  • January 24, 2026
  • 2 replies
  • 17 views

Connection with Charles Schwab to download forms / stock sales and trades from 2025 waited more than two days, still won't connect.  I received a paper 1099-R so I know that the form has been prepared by Charles Schwab & Co, INC 

    2 replies

    SteamTrain
    Level 15
    January 24, 2026

    @user17692785954 

     

    The broker has to prepare specially-formatted files for direct download into tax software.  Those files are not the same as the PDF you get, and take longer for their computer people to prepare.

     

    Just try once a week every Saturday. 

     

    You could call Chas and ask, but many times, the reps on the phone don't know the difference between the paper/PDF files you get , and the special files needed for import into TTX, or other tax software.

    ____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
    baldietax
    Level 12
    January 24, 2026

    1099 imports are not ready yet.  You may have a 1099R in hand but that doesn't mean import is ready, the data sets for the import are different to PDFs and the major brokerages will release everything together.  

     

    Not sure what you are seeing and why "waited more than two days" but I just tried import for Schwab on desktop and got the following message:

     

    According to Charles Schwab & Co., Inc. documents will be ready for import on following dates

     

    Form 1099-B available from Friday, 13 February 2026 at 00:00:00 PT onwards

     

    Form 1099-DIV available from Friday, 13 February 2026 at 00:00:00 PT onwards

     

    Form 1099-INT available from Friday, 13 February 2026 at 00:00:00 PT onwards

     

    Form 1099-MISC available from Friday, 13 February 2026 at 00:00:00 PT onwards

     

    Form 1099-OID available from Friday, 13 February 2026 at 00:00:00 PT onwards

     

    Form 1099-R available from Friday, 13 February 2026 at 00:00:00 PT onwards

    Level 2
    February 13, 2026

    Schwab account shows message that the forms are available for download but have not been able to download either my own personal or kids on 2/13.  Turbo tax system says they were connected and downloaded the information but when you go back to the tax forms no data is present.  Turbo tax rep says try again in a week.  Never had an issue over years once Schwab says they are available

    SteamTrain
    Level 15
    February 13, 2026

    @user17710155553 

     

    IF the import process popped up a screen the said the download was successful...and nothing was there in you tax file???..

    ....THEN, there may be a different issue people have been experiencing.

     

    There is a VERY strange pop-up during the process that you have to ACCEPT or ALLOW.  IF you don't Allow it, then nothing actually transfers.

    __________________

    See discussions:

    Solved: Re: Importing Brokerage data does not work

     

    Solved: Re: vanguard brokerage update is available from Vanguard but not on turbo tax

     

    and

    Solved: Re: vanguard brokerage update is available from Vanguard but not on turbo tax

     

     

    ____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*