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Level 2

Question

Import data from Charles Schwab problem.

Forum|Forum|4 years ago
February 18, 2022
29 replies
279 views

Why can't i import data from Charles Schwab. I contacted Schwab and they said the problem is on the Turbo-tax end. The message I get tells me to check my internet connection, but the internet is working fine. I cleared out the cookies. Still doesn't work...

Show previous replies

Jimbo79

Level 2

in taxes, when can I import my Schwab data? preparing my 2021

42fred

Level 2

Can"t import from Charles Schwab.

markharris2000

Level 2

Like everyone here, having the same problem "Login Unavailable" for weeks, so I decided to start fresh, like I had never tried before.

1. I went into Schwab.com and turned OFF the third party access checkbox, saved it. Then I logged in again to schwab and turn it ON and saved it.

2. I then went into turbotax, told it to get import from Schwab, then the Intuit login screen popped up. This time, instead of using any existing Intuit account, I told it to create a new account and used a new email address.

3. I then got the schwab authorization confirmation screen, said "Yes", and away it went, asked me which form I wanted to bring in and lo- and behold, B, DIV and INT were all present! The summary values were "$0.00" but the import worked fine!

calidianne

Level 2

Glad this worked for you. Had my hopes up, but it didn't work for me. Still waiting for a fix.

tom8778

Level 2

Today, March 8, the import worked for TurboTax Windows desktop version.

It did not work yesterday.

I do not know if something was fixed, but I did the following:

1) after loading TurboTax, I logged into TurboTax.

2) (a) opened a browser (Microsoft Edge) and logged into TurboTax online

(b) opened a new tab (not a new window) and logged into Schwab.

in Schwab I chose to "remember device".

(d) in Schwab I went to SecurityCenter|ThirdPartyAccessToAccountInformation - clicked on "TurboTax" arrow and selected both "current Schwab brokerage accounts" and "Automatically link...."

3) (a) Went back to TurboTax windows desktop application and opened current tax file

(b) selected Schwab for import and followed directions to log in. A screen to accept legal terms came up which I accepted (not reading since not a lot of choice in declining), and import worked.

Note on Step 2:
I did this because the TurboTax import popup for Schwab, and comments from other replies, implies a browser is happening behind the scenes to link TurboTax and Schwab.

Edge is my preferred browser in Windows settings. If Edge does not work, it might be due to a different preferred browser (like FireFox, or you have multiple browsers loaded on your PC.
So, if it does not work, open TurboTax and Schwab the same method in all the browsers on your PC.

Mike286

Level 2

I have tried everything recommended but when click on "Get your Form" all I get is a blank page that has the words "Bank Login" in the corner.

hh1426

Level 2

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.

kim88liu

Level 2

Why I can not import my Charles Schwab data?

Please help.

MichelleLO

Level 15

Please see the below TurboTax help article for assistance with importing your 1099.

What if I can't import my 1099?

@kim88liu

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

donbarkofsky

Level 2

TT still has not fixed this problem. When directed to the "bank login" page 2 which requires a check mark in the terms agreement, there is no "continue" button to check. The only ability to leave this page in to click on the "x" box at the top. I assume this means that TT does not recognize my agreement because the TT response is to show a page stating that my attempt was unsuccessful and to try again later. This has not changed. It is a TT programming problem that needs to be addressed. First year this has happened to me. Probably the last after more that 15 years of using.

yuhjen

Level 2

Thank U

What did U do to overcome

kim88liu

Level 2

I'm still having problem to import data from Schwab.

Turbo Tax sent to me to this TurboTax page with "109x import" error.

I am able to import to Merrill Lynch. Is anybody having the sane problem? Any solutions?

calidianne

Level 2

Been having import from Schwab problems since Feb 18. Have spent hours on the phone/hold since then. Finally gave up and painfully entered all the data manually. Been using Turbo Tax for years but NEVER again.

JDP 12

Level 2

I am having a similar but slightly different issue.

From Turbotax, I select Charles Schwab, and hit continue. I sign into my Intuit account. It then opens a form to enter my Schwab user id and password. The problem is that I cannot actually click on the user id or password field. In fact, when I first open that - a blank form appears. If I change my screen resolution to a lower resolution I can see the fields but I cannot click on them. I have tried various screen resolution settings and, as I change it, I can see the fields and occasionally it seems to have captured a portion of my user id, etc. But, then I cannot hit enter. So, I cannot actually fully access the fields needed to enter my Schwab credentials. I have too much 1099 activity to enter it manually. Please advise.

calidianne

Level 2

This is the exact problem I am having. Tried everything that has been suggested. TT is ZERO help. Finnally gave up and painfully entered everything manually. Used TT for years. Never again.

dwtax

Level 2

I was attempting to import all day. Getting error msg 590...useless...on phone with Schwab and TT. No answers there. Turbo tax said it was a problem "across" and they are working on it(I guess not too hard).

Fix that worked for me:

I noticed that in the Security section of Schwab there was an option to bypass verification on trusted devices. I have had difficulty understanding how that feature worked. On a whim, I checked the box that said verify on all devices.

Bingo...got a text with code from Schwab. Entered it and sure enough download started and import was successful. I hope this helps someone from spending days trying to figure it out!