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Get your taxes done using TurboTax
SUCCESS! Finally. I was able to import all Schwab documents at about 10:15am today (Tuesday) in California. So, regular business hours.
The one thing that I did differently this time was to backup a couple of screens from the point of failure. Previously, each time I started TT, it would start at a page ready to start the import of Schwab forms. I hit back several times. It hung for quite awhile, doing nothing. Finally I found myself at the beginning, with TT telling how the process works and did I want them to step me thru everything or choose myself. After that it worked normally. I have no idea if that changed anything. Maybe it was coincidence. Good luck!
‎February 22, 2022
10:25 AM