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Get your taxes done using TurboTax
When I try to import 1099 documents from Charles Schwab brokerage account, Turbo Tax takes in my Schwab login credentials and just keeps spinning. I do not get an error or time-out. There is no issue with my internet connection. I have successfully imported documents from other financial institutions like Vanguard.
I checked my Charles Schwab account settings and in my security settings, I have given permission to TurboTax for third party access. Is there something I can do to fix this issue?
‎February 19, 2022
4:03 PM