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UPDATE 2/27: After trying one more time last time last night to import and receiving a message saying that TT could not connect to Schwab at all (vs. prior message indicating they had connected but I didn't have any forms available, which I did), I decided to wait and see if someone (TT or Schwab) might have been working to address this problem. Happy to report that I was able to import today, no problem. Just wish I hadn't spent so much time yesterday trying to troubleshoot the problem!

 

2/26: I tried every suggestion offered to me by TurboTax on the phone, which basically came from this post. Wish I could report that something had worked. Am giving up and entering manually, which annoys me to no end given what I paid for this software. Am going to follow here though to see if this is ever addressed -- before I decide to buy it again next year! Clearly a TurboTax problem as my son had no problem importing from Schwab into H&R Block.