Get your taxes done using TurboTax

FWIW my set up uses Window 10.  I never upgraded to Windows 11.  I am using a newer PC and migrated all my programs.  My 2022 Turbo Tax (Premiere) desktop version was purchased from Amazon and downloaded & installed w/ no problems.  The software did do several updates.

 

I never got a blank screen using the import.  I was able to import my TD Ameritrade 1099 using their specific Document Number w/ account number on the top right of their 1099 PDF.   Apparently this type of import is different from what Schwab uses so that appears to be specific to the brokerage company.

 

I found the Customer Service guy helpful but be sure to be at your computer w/ programs (turn off VPN) and the rep can walk you through the import.  If/when you get an error, they can isolate what may be occurring.  Most of the errors he said were due to 'firewalls'  either in the browser, VPN and/or in Windows settings.