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Get your taxes done using TurboTax
Same Issue - Import from Schwab hangs up after allowing 3rd party access on Schwab. Current page is titled "Let's Get Your Forms". I click OK but nothing happens. Pop-Up blocker off. VPN Off. Cookies and History cleared. Chrome Browser. Turbo Tax is sitting and waiting for downloaded 1099 to import. Spoke with Schwab. Suggested that file size might be an issue in Turbo Tax or that due to the number of transactions there could be a delay in "processing" my file prior to download. My consolidated 1099 is 345 pages and 2.356 mb. So far I waited 30 minutes after hitting OK and still no movement forward, no errors, no po-ups, no timeouts, no nothing. Please help.
‎February 24, 2026
12:35 PM