TurboTax

File with experts
File your taxes
Experts at your fingertips

An expert helps with your taxes, or does them for you
TurboTax Expert Full Service

TurboTax Expert Assist

TurboTax Self-Employed
Prior year taxes
File myself
File myself
Do it yourself

We'll guide you step-by-step
TurboTax Do It Yourself

TurboTax Self-Employed

TurboTax Desktop
TurboTax Free

Activate your product

Prior year taxes
Business
Business
Business taxes

Get your T2 corporate return done right, your way
TurboTax Business

TurboTax Business Desktop
Tax situations
Tax situations
Tax situations

Find extra guidance for your big life moves
For investors

For 25 and younger

For self-employed

For new to Canada

For life changes
Resources
Resources
Resources

Explore tax tools, get tips, and read reviews
Personal income tax calculator

RRSP savings calculator

Learning hub

TurboTax support (FAQ)

TurboTax community
Pricing

Level 2

Question

Import from Schwab results in "Login is temporarily unavailable"

Forum|Forum|4 years ago
February 22, 2022
24 replies
137 views

I am trying to import a 1099-B from Schwab. Have way too many transactions to enter manually and this is one of the main reasons I used Turbotax

Every time I jump through the new login hoops I get this message:

"Login is temporarily unavailable. Please try again later or call customer support."

Here are things to note:

* This first happened two days ago and is still happening. It shows no sign of being temporary.

* Yes I am using a correct Schwab login and I use it daily. I can login successfully with the same credentials on their regular website.

* Yes I have gone into the Schwab settings and checked "Allow third party access".

* I've done this 4 years in a row without issue, only this year with this new system is there an issue.

I have not called customer support as I'd rather chew glass, and this seems like an Intuit issue since Schwab works fine in a normal browser. Anyone else having this issue?

sbox9Author

Level 2

The form lost the info but this is the downloaded version of TurboTax 2021 Deluxe for Mac

sbox9Author

Level 2

Did search before posting but the results included nothing for "Schwab"

In any case, have since found out there are many threads on here about the same issue and it seems to work occasionally. It finally worked for me this morning. All good

robzilla

Level 2

I get the exact same message. I have been getting it for over a week now. I have made sure everything is correct in my account settings. Doesn't appear temporary. I never had any issues in the past years with this.

MichelleLO

Level 15

For assistance with fixing your import issue, please see the below TurboTax help article.

How can I fix my 1099 import issue?

If you are using TurboTax CD/Download software, please make sure your software is up-to-date before trying to import again. The below TurboTax help article can assist with this.

How do I update my TurboTax CD/Download software program?

@robzilla

@gplt

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

hlkzbill

Level 2

I have the same problem "login is temporarily unavailable". These answers don't work as everything addressed in the article are properly set.

gplt

Level 2

Same story here. Dear intuit, do you mind addressing the issue PLEASE?

GES3

Level 2

I'm having the same repeating issue with the "Login is temporarily unavailable. Please try again later or call customer support."

* I'm using Turbo Tax Premier for Mac

* Yes I am using a correct Schwab login and I use it daily. I can login successfully with the same credentials on their regular website.

* Yes I have gone into the Schwab settings and checked "Allow third party access".

The reply from the Intuit expert did not address this "Temporary..." issue. IT IS NOT TEMPORARY - it keeps happening.

GES3

Level 2

I'm having the same repeating issue with the "Login is temporarily unavailable. Please try again later or call customer support."

* I'm using Turbo Tax Premier for Mac

* Yes I am using a correct Schwab login and I use it daily. I can login successfully with the same credentials on their regular website.

* Yes I have gone into the Schwab settings and checked "Allow third party access".

The reply from the Intuit expert did not address this "Temporary..." issue. IT IS NOT TEMPORARY - it keeps happening. Intuit - please fix this or provide instructions that address this issue.

EbonyA

Level 13

Please try the suggestions provided in this thread and let us know if the issue persists.

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

hlkzbill

Level 2

I have exactly the same problem and same situation except I called Schwab customer support, they offered no answer. Asking me to wait which does not appear to work.

BLR5

Level 2

Same. Went on with customer support and did the following with no success:

1. Verified 3rd party access enabled with Schwab

2. Uninstalled and reinstalled turbotax

3. changed password at schwab, shut down turbotax, relaunched turbotax again, and tried again

4. cleared cache and cookies from browser

The workaround I was given? Enter the 2,000+ trades from my 1099-B manually. They don't even have the option of importing a CSV file, which is ridiculous.

HeatherPLO

Level 14

@turtle924

@BLR5

What version of TurboTax are you using? Also, are you using Windows or Mac?

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

msfuller33

Level 2

SBOX and others, thank you so much for documenting this defect in the 2021 TurboTax software, I was getting really frustrated with the continued message you reported TWO WEEKS ago! I am using the PC version installed from Disc on a new Dell laptop and TTax has been auto-updated as recently as today. It still gives reported error:

"Login is temporarily unavailable. Please try again later or call customer support."

Like the others here, I made sure I could login with same credentials at Schwab, to be sure there were no basic problems or NEW prompts at Schwab that might not be anticipated at TTax. Still wondering if dual authentication prompt on a Schwab account might be omitted in the TTax app.

Like several here, reported it to Intuit Support and they did NOT ask me to do the workarounds as they've probably noticed those obvious workarounds were not helping folks. They did take my problem seriously and said they are working on it now. They promised to email me when there was a fix in place. They realize that for the many who have called Support, there is no manual workaround and it needs to be fixed ASAP. Maybe after 2 weeks of troubleshooting their software Dev team realizes there is a defect in the import which has to be fixed. Like many of you reported, this feature has worked faithfully for many years, so hopefully they can isolate what has happened recently that would break their code or to not align with Schwab code. I am going to escalate it with Schwab too, as some of you have, as this is very disappointing and a complete hard-stop to being able to do taxes that involve bank/investment imports. VERY disappointing but hopeful now that Support understands severity!