hotngui
Returning Member

Get your taxes done using TurboTax

FYI, I did not the following in order to get it to work:
1. In the Schwab Security Center I toggled the 3rd party app support off/on a couple of times

2. Since I am MacOS based in Safari Preferences I enabled popups for all apps

3. Restarted TurboTax and tried again. This was critical.

 

It worked!

 

* Don't forget to change your popup settings back to Block or whatever your old setting was after you finish the download of your 1099 data.