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Just got a call from Intuit (TurboTax) senior tech who says this is known problem with some institutions including Schwab. She said 1009 imports will not be able to be imported until 1st week in March, which is confusing in that I was successful in importing from one other institution.

 

My assessment is the extra security measure (encrypted download) for 2021 tax year is the issue. Not sure if this is an Institution (e.g., Schwab) issue or a TurboTax issue or a hand-shaking protocol issue between the them.

 

Obviously, this is a big frustration...and I am not so certain it will get resolved by early March...but "Hope springs eternal". It seems we have no choice, but to wait and see...ugghhh!!...or do manual summary inputs w/o transactions details.