I am trying to import tax data from Charles Schwab account with no success, I have used Turbo Tax for at least 20 years with no problem. I am using Premier version primarily for this function. I get to all the way to where I sign into the Schwab account, and than I get the following
nstruction and Informed Consent to Allow TurboTax to Access Your Account Information
Please read the following and provide consent to the terms and conditions. By clicking Continue, you authorize Schwab to grant access to and share the following data with TurboTax.
Your Instruction to Schwab. On this page you can direct Charles Schwab & Co., Inc. and its affiliates ("Schwab", "we" or "us") to allow third-party tax preparation software providers (each a “Tax Preparation Software Provider”) that you designate to access and export your Schwab account information ("Account Information"). By instructing us to do this, and by clicking "Continue" below, you are agreeing to these terms, which we may amend from time to time, and providing your informed consent. You are accepting the responsibility and risks summarized below. We may change, suspend or cancel this instruction at any time. A copy of these terms is available at
The Account Information You Will Be Sharing. For each brokerage, loan, line of credit, and/or deposit account that you instruct us to link to a Tax Preparation Software Provider , you are authorizing Schwab to allow that Tax Preparation Software Provider access to your Account Information including the following categories: account descriptors, information exported by the Tax Preparation Software Provider used to populate tax forms, including, but not limited to, Form 1099-B, Form 1099-DIV, Form 1099-INT, Form 1099-MISC, Form 1099-OID, and Form 1099-R
Schwab does not customize the Account Information that Tax
The above message tells me to click on CONTINUE, but I see no CONTINUE to click on. PLEASE ADVICE. [email address removed]
