Get your taxes done using TurboTax

Schwab has the information available, and gives me the message that 'success, we've got ur tax data, you can return to TurboTax' but when I click to do that, my desktop version says 'this import was unsuccessful'.

 

I followed ur recommendation to provide access, but no Local Network Access checkbox that I could see. Screenshot attached. Please advise, as I've been using TT for over a decade and never had issues importing brokerage data.

 

Adam 

TurboImport.jpeg