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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

truepancakeicecream

Level 2

Nothing works. We should all get our money back for this failure. How much time have we wasted on this all together? I've troubleshooted so many different things and retried over 50 times? The stress isn't measurable.

I spoke with schwab and they said the problem is on Intuit's end.

Margaret16

Level 2

I'm late to this thread but at this late date I'm having no luck importing Charles Schwab 1099 into Turbotax. I tried all the hints suggested here but nothing works.

Grove

Level 2

How do I import Charles Schwab data?

Augie zolezzi

Level 2

I do not have any problems with my internet connection. there is no link to any financial institutions for interest income or investment income

MoniqueLO_

Level 10

Please see this Help Article for information regarding when you will be able to import 1099’s.

@Augie zolezzi

@Lucy5455

CarissaM

Level 15

Are you currently using a desktop or online version? @Stav1955

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

Hues10

Level 2

Windows 10 computer here. A couple of days ago I was having problems with a blank screen pop up when trying to download from Fidelity and Schwab. Yesterday, it worked without too much of a hassle. I don’t know why. I do know I have received an error message a number of times saying I am not connected to the internet and such. I just patiently hit the try again button and for some reason after two or three tries it works. I do know that I did turn off any adblockers software when using turbo tax and it wants to go out to a third party screen. Not much advice, other than to say, it does work with some perseverance. Good luck all.

018d47

Level 2

Yesterday 2/18/23 it would not impot, today 2/19/2023 it worked..Try again

GJonesHome

Level 2

Attempted to import my 1099 from Schwab.
The interest imported correctly.

Instead of the short term gain the "Cost Basis" was imported. Not even close to the gain amount.

Getting nervious

krugbt

Level 2

I am having same issue, but in my case it ultimately tells me the import was successful and go back to TurboTax and hit Done. There is no "Done" button on that import screen, and my data is not imported. I've tried it on 4 different days: no success.

TiffanyL

Level 11

@krugbt

Can you try the steps provided below to see if that resolves your issue:

Log completely out of your TurboTax account
Clear cache and delete cookies
Then log back in and see if you are still having the same issue

You can also try a different web browser to see if that resolves the issue. If this does not resolve your issue, please respond back here and let us know.

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

Stav1955

Level 2

Thanks. I did all that a week ago and was successful....although i did still use Chrome.

brazos502

Level 2

In my case I get signed into Charles Schwab system, but I get this page, and there is no "CONTINUE" to click to proceed. Charles Schwab tells me its a Turbo tax problem

nstruction and Informed Consent to Allow TurboTax to Access Your Account Information

Please read the following and provide consent to the terms and conditions. By clicking Continue, you authorize Schwab to grant access to and share the following data with TurboTax.

Your Instruction to Schwab. On this page you can direct Charles Schwab & Co., Inc. and its affiliates ("Schwab", "we" or "us") to allow third-party tax preparation software providers (each a “Tax Preparation Software Provider”) that you designate to access and export your Schwab account information ("Account Information"). By instructing us to do this, and by clicking "Continue" below, you are agreeing to these terms, which we may amend from time to time, and providing your informed consent. You are accepting the responsibility and risks summarized below. We may change, suspend or cancel this instruction at any time. A copy of these terms is available at schwab.com/taxprepinformedconsent.

The Account Information You Will Be Sharing. For each brokerage, loan, line of credit, and/or deposit account that you instruct us to link to a Tax Preparation Software Provider , you are authorizing Schwab to allow that Tax Preparation Software Provider access to your Account Information including the following categories: account descriptors, information exported by the Tax Preparation Software Provider used to populate tax forms, including, but not limited to, Form 1099-B, Form 1099-DIV, Form 1099-INT, Form 1099-MISC, Form 1099-OID, and Form 1099-R

Schwab does not customize the Account Information that Tax