Charles Schwab import not working

Forum|Forum|1 year ago
February 19, 2025
13 replies
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Clicked continue on desktop. It opened a new tab to login to Schwab account. I logged in and linked my account. I got the following message:

"Success! We got your tax data. You can now return to TurboTax."

I go back to TurboTax desktop, I'm still at the same screen. I clicked "Continue". It wants me to login again... However, once I login again, it's the same result.

Very frustrating... I have too many trades to import it manually.

TurboTax Home & Biz Windows

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Keneng

Level 2

TurboTax not able to import 1099 forms from Charles Schwab. I noticed today that the form has been released only in PDF format. I checked Schwab Tax documents and the XML or CVS formats are not available yet. Schwab support mentioned they will be available after Feb 27, 2026. Once those formats are available, I think the import should work. All prior years had 3 formats, PDF, XML and CVS.

Will wait till Feb 27 to see forms and try to import again.

anontt123

Level 2

That's not schwab told me. They said I've to enter all data manually. Very frustrating. Hope you're correct. Will wait until Feb. 28.

Keneng

Level 2

This is not a Schwab issue directly, TurboTax I assume reads XML or CVS. If you log into Schwab account what documents do you see for 1099. Them compare prior years and you will notice only 2025 has PDF, all other years it has PDF, XML and CVS. I can be wrong but too many years in IT tells me one of these formats is not yet available till this Friday. Crossing fingers cuz I don't want to enter in 20 pages of information.

user17736714953

Level 2

I thought I had Google Chrome as my default browser, went and reset it up as default and it worked!!!!

EQM2025

Level 2

Problem same as you outlined as of today 3/18/26. Have paused VPN and taken other steps and still does not work. Also have too many trades to manually input. Where the help from Intuit as it seems, many have the same problem and with several financial entities.

user17736714953

Level 2

Not sure you saw my previous message. Not sure if this is your problem but I thought I had google chrome setup as my default web browser. I checked and it was not, so I switch default to chrome and it worked. Must not have been able to use the other browsers and I don’t know why since I was trying to use chrome. Good luck!