Get your taxes done using TurboTax

I tried from another computer running Windows 10 (rather than Windows 11) and still got the same error.  (Note: my error is not the 'login  unavailable' error, it is is the "import was not successful" error after it starts importing.)

Rather than waiting for [Schwab <-> TurboTax] to fix their issue (who knows if and when that will happen):

 

In TT,  I decided to enter "Summary information" rather than individual transactions  (as suggested by others in this thread).  In my case, I had only two summary sections (I did not have any long-term transactions):

     - Short-Term covered (type (A))

     - Short-Term non-covered (type (B)

TT will tell you that IF you do this, you need to mail a PAPER form 8453 along with 8949s.  Hated this, but needed to move on with filing my return (not too many weekends left before April15)!

I went ahead and e-Filed like this.  Then TT offered a pre-filled form 8453, which I printed.  I attached two printed 8949s to this - one for each section above, added a copy of the Schwab 1099-Composite.   I am going to paper-mail this tomorrow - well over 300 sheets of paper :( :(     IRS accepted the e-File (which is not saying too much).

The inability of TT to attach a PDF to an e-filed return is a HUGE short-coming IMO.  IRS has the ability to accept such attached PDFs, I am told.   I wish I didn't have to kill so many trees.

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P.S.   When I installed TT on a different PC running Windows 10, TT reported a different amount of refund on the same TT file!   WTH!   Whatever!  We'll see what the IRS says eventually.  I  did get Audit Defense (I always do.)