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Get your taxes done using TurboTax
As posted above, did you turn off your anti-virus programs? Many people successfully import from Schwab after doing this.
Since we can't know your individual system configuration, it's very difficult to determine why Schwab won't import for you.
Are you running as administrator on C drive? Third party data sharing is enabled in your Schwab account? Here's how to do a Manual Update.
Remember you can make one entry for your total 1099-DIV/INT amounts, which may actually be easier.
For 1099-B transactions, here's How to Enter a Summary in Lieu of Individual Transactions.
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‎April 13, 2025
4:35 PM