JJFHydraulic1
Returning Member

Get your taxes done using TurboTax

It definitely was due to lack of permission. I tried to do what you suggested but I could not find the local network access button. However, I tried to download the info again from Schwab and there was one extra upper corner question- something like: "allow access to all your contacts etc.". This time I said yes and the info came thru.  The other times when I said no, it stated that I had successfully completed the task, but there was no data. But now I have it. I had to give more permission access as you suggested.