I am having the same problem with Charles Schwab 1099 import on TurboTax Deluxe 2024 desktop version for Windows 11. I tried the solution mentioned in this thread, as well as almost all the steps in the "Troubleshoot TurboTax Desktop for Windows issues" article.
But still no luck getting the "We'll open a tab in your default web browser to get started with your Charles Schwab & Co., Inc. import. Select OK to continue." pop-up to do anything when clicking "OK". No tab has ever once popped up in any browser.
Here's a non-exhaustive list of things I've already tried:
- Retrying
- Restarting browser
- Restarting Windows
- Disabling VPN extension
- Disabling ad blocker extension
- Installing a new browser
- Changing default browser (Chrome, Edge, Firefox, Brave)
- Enabling pop-ups in browser
- Enabling pop-ups in internet security settings
- Restarting TurboTax
- Installing TurboTax updates
- Running TurboTax as administrator
- Running TurboTax in compatibility mode
- Running the Windows compatibility troubleshooter on TurboTax
- Confirmed network is a "Private" network
- Confirmed API access is enabled in my Schwab account
- Adding https://*.intuit.com to trusted sites
- Lowering the security zone of internet sites to Medium
- Lowering the security zone of trusted sites to Medium-Low
- Adding TurboTax to the list of exceptions for Windows Defender Firewall
- Turning off Windows Defender Firewall
What am I doing wrong??!
