Are the import files ready? they are separate from the PDFs, which can be downloaded but not imported. You might contact Schwab to confirm that your information is available for import.
If you've confirmed the file is available for import, you can also try clearing your browser's cache and cookies, try a different browser (Chrome, Firefox), or restart the browser/computer then try the import again.
If you have a Windows device and are able import the statement you need to a Windows computer, you can use these steps to move it to your Mac that has TurboTax:
Move the File: Copy your 1099 file from the original computer onto a USB flash drive or secure cloud storage.
- Transfer to Mac: Copy the file from the USB drive to your Mac's Desktop or Documents folder.
- Import into TurboTax:
- Open TurboTax for Mac.
- Select File in the top menu bar, then choose Import > From PDF.
- iIf uploading a specific 1099 (like 1099-B), search for "1099" in the search box, select the "Jump to" link, and follow the prompt to upload the file.
Please see this help article for more information about importing issues.
If you are still having trouble after trying these steps and would like to have a live session with TurboTax Support, please click here for information to contact TurboTax customer support.
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