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

@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.

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