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Get your taxes done using TurboTax
I have no trouble at all with Schwab. I just tested it and it worked fine.
A couple of possibilities.
Can you log into your regular Schwab account? The Schwab import server used the same login as the regular account but is a totally different server and there might be an error in Schwab on that server.
Does your Schwab user name or password contain any special characters? They might not be getting passed through the filters.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
‎June 13, 2020
10:56 AM