Tukon
New Member

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.