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Get your taxes done using TurboTax
Still unable to import from Schwab after 2+ weeks of attempts.
Tried virtually every possible solution found I online (disable/re-enable 3rd party access, change Schwab account password, messing with screen resolution, deleting cookies, shutting down antivirus software, rebooting, etc) with no joy. Today I spent nearly 2 HOURS on the phone with a Schwab support rep. He walked me through every possible solution he had with no success. Increasingly it appears this is a TT problem.
It is even more maddening as my Schwab year end 1099 composite is many pages which now must be manually entered into TT. However imports from other institutions - T Rowe Price, Fidelity, etc - all executed flawlessly.
At this point it's unlikely I'll be using TT in the future. Grrr.......