Several users have reported problems with importing files from Schwab this year.
When importing, make sure TurboTax and Windows are both updated, and temporarily disable all anti-virus software (including modem). Make sure your broker does not require you to allow 'third party access', which you may enable in your broker account, if this applies. Some users reported that disabling security software solved the issue.
If your financial institution is a TurboTax 1099 Import Partner, you would likely have been able to import your 1099-INT, 1099-DIV, 1099-OID, 1099-R, 1099-NEC, and 1099-MISC (without entries in boxes 8 or 10) by January 31, 2025, and likely have been able to import your 1099-B and 1099-MISC (with entries in boxes 8 or 10) by February 15, 2025 and if your brokerage issues a consolidated tax statement with several types of 1099s, which is common, you might not have been able to import any of your 1099s until February 15, 2025.
Also, make sure you have selected the correct company name from the import list.
Check here for updates to the Help Article with this information.
If you followed the importing steps in TurboTax and still don't see your forms:
Try clearing your cache and cookies. Log out of TurboTax and back in. Try a different browser (Chrome normally works well. If after trying all of the options mentioned you still have the same problem:
See this help article and this one for instructions on how to contact TurboTax customer support depending on which product you are using.
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