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Issue with importing 1099 from Charles SCHWAB using TurboTax Premier windows desktop version
I am facing an issue with importing 1099 from Charles SCHWAB. This is what is happening:
1. Upon clicking on "Continue" button,
2. Pop up comes one, saying it will open a tab in your default browser to get start ........etc etc
3. Click OK and it open a browser tab that "Get My Form" button
4. Click on Enter form , it prompts for credentials and once entered, it connects and completes successfully.
Now the PROBLEM:
5 . The forms which were suppose be imported does not get imported to the desktop.. Rather they appear in "intuit.com under "Documents" section upon logging to the intuite web site.
March 28, 2025
11:51 AM