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Get your taxes done using TurboTax
TurboTax Home & Business for Tax Year 2022.
Am importing 1099-B trades data from three Brokerages:
* TurboTax with the Brave Browser imports OK from Interactive Brokers
* TurboTax with the Brave Browser imports OK from TradeStation
* TurboTax with the Brave Browser does not work with Charles Schwab
- The invocation of Brave to go to Schwab works OK. The login to Schwab works OK.
- In the Brave Browser, I get the message "Success! We got your tax data. You can now return to Turbo Tax."
- However, TurboTax just sits there. It should proceed to the next screen, the one with the title "These Documents Are Now Ready for Import:" and the "Import Now" button.
- Instead it remains stuck at the screen with the words "Click on Continue to start import"
The fix that works for me is to exit TurboTax, then change the default Browser to be Microsoft Edge. Invoke TurboTax again. Going through the 1099-B Import process now works with Schwab. The import also pulls in the 1099-DIV and the 1099-INT info correctly.
For info, my Schwab account had about 290 trades in 2022. Yeah, I realize that there are some folks who have a lot more.
As a data point, the only other situation that I have run across in which the Brave Browser does not work correctly is the T-Mobile web site. Brave gives an error message from T-Mobile at logon. I have to go over to the Edge Browser and use it to pay my cell phone bill.