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Get your taxes done using TurboTax
After a call on Friday to TurboTax and to Charles Schwab, the only good information I received was from Schwab. They said the import problem is a known issue and they are working on it. No time frame mentioned to fix it. The support staff at TurboTax kept saying I must be typing in the wrong password for the Schwab account. I verified that my Schwab account allows third party access to my 1099's so that is not the issue. I have imported data for years without any issue. Importing from another brokerage firm this year was fine with no problems. Most likely, an software internal communication problem originating at Schwab.
Hopefully, TurboTax IT staff can work out the problems with Schwab soon.
‎February 20, 2022
1:29 PM