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TurboTax 2024 Windows Import from Schwab is Broken
Spent an hour on the phone with Intuit support without an answer. 1099s are all available and I have downloaded the pdf files. I have done this for the past many years without problem.
When I do Import in TurboTax 2024 I get this sequence:
* Logging Into Schwab in browser tab
* Schwab says making available list of accounts
* Intuit URL says importing from Schwab accounts
* Intuit URL give green check mark that all info has been downloaded
* Returning to Turbotax: no new screen, no acknowledgement of download, no 1099s in list of form, nothing in the Income summary for those accounts.
==> the mechanism between Schwab and Intuit is broken ... NEEDS FIXING
Topics:
‎February 16, 2025
9:10 AM