Get your taxes done using TurboTax

Schwab will not import any data until after the date for that to-be-downloaded 1099 form, indicated inside the Schwab system - see my screenshot above which is from inside Schwab.  

 

I have given up on TurboTax Desktop imports this year.   I have tried at least 10 times in different ways.  Enough.

 

Schwab fails too Screenshot from 2025-02-15 05-17-02.png

 


So, yesterday I typed everything in manually, except my Schwab numbers which have not been published by Schwab yet.

 

@MarilynG1 I will mark your reply as the best answer, not because the import task became possible but because you have written something true, that typing in the summary figures is the only way forward.