I was able to import my Schwab data to my TurboTax file. My issue was seeing a blank screen after signing into my Intuit account and selected Charles Schwab & Co to ‘get my data’. I read so many postings and someone mentioned about changing the screen resolution if you have a newer computer. So I explored this further. Please note that I’m not a tech savvy person. I hope you will understand my description.
So here is my solution to get pass the blank screen. When I saw the blank screen, I changed the screen resolution to another one and it does not matter which one you select. Once you do that, you will see the Schwab log in screen. Take your curser to the area where you would enter the user id and type your info. You will see nothing as you enter but proceed anyway. Now change your resolution to another selection and you will see your user id input. Next, place your curser over the password area and type in your password without seeing any data. Change your resolution again to see something was entered as your password. Change your resolution and click ‘log In’. Change your resolution to see that you are logged in to your Schwab account. I think the next step is to certify and agree to allow Schwab to share info with third party. Just remember to change the resolution with EVERY input, click and action until your Schwab data is downloaded to your tax file.
I wish you all success with this fix.
