It did not work yesterday.
I do not know if something was fixed, but I did the following:
1) after loading TurboTax, I logged into TurboTax.
2) (a) opened a browser (Microsoft Edge) and logged into TurboTax online
(b) opened a new tab (not a new window) and logged into Schwab.
in Schwab I chose to "remember device".
(c) in Schwab I went to SecurityCenter|ThirdPartyAccessToAccountInformation - Confirmed third party checked
(d) in Schwab I went to SecurityCenter|ThirdPartyAccessToAccountInformation - clicked on "TurboTax" arrow and selected both "current Schwab brokerage accounts" and "Automatically link...."
3) (a) Went back to TurboTax windows desktop application and opened current tax file
(b) selected Schwab for import and followed directions to log in. A screen to accept legal terms came up which I accepted (not reading since not a lot of choice in declining), and import worked.
(c) checked import and totals matched pdf of 1099 I downloaded from Schwab site.
......Note on Step 2:
I did this because the TurboTax import popup for Schwab, and comments from other replies, implies a browser is happening behind the scenes to link TurboTax and Schwab.
Edge is my preferred browser in Windows settings. If Edge does not work, it might be due to a different preferred browser (like FireFox, or you have multiple browsers loaded on your PC.
So, if it does not work, open TurboTax and Schwab the same method in all the browsers on your PC.
