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Get your taxes done using TurboTax
I just spent an hour on the phone with Charles Schwab Tier 2 Technical Support. The issue is that Schwab changed their external download security features, informed Intuit/Turbo Tax and have been told by Turbo Tax that they are working on the fixes but it is not a priority for them. As of March 5, the only solution is to manually enter the data as other Members have stated.
Turbo Tax needs to fix this problem. I escalated with Schwab and was told they are going to reach out to Intuit and see if they can force a solution on them, as they are getting tired of all the customer complaints because Inuit is blaming Schwab.
March 5, 2022
12:36 PM