Schwab import fails

Hi,

Can I import my Schwab 1099 information to the CD/download version of TurboTax, or does the import function only work with an online version of TurboTax?

Brian

I don’t seem to be able to connect to Charles Schwab and download anything. WHY??  How do I correct this?  

I have successfully downloaded from Schwab in print my 1099-B form, but on turbotax, using correct username and password I get "Login is temporarily unavailable. Please try again later or call customer service."  I have been getting this same message multiple times a day since Feb18th.  Schwab hasn't found any problem on their end....

It didn't work for me as well, It Feb 27 2022.  I've enable thrid party access from Schwab.

Please fix this asap Turbotax team!

Thank you

I also can’t import from my Schwab and even after spending over an hour on the phone with support, they just opened a ticket.  I’ve been using TurboTax on line at least for 8+ years now and if this can’t get resolved, I will have to look elsewhere for import to work: I have hundreds of transactions as well and can’t enter them manually. That’s not an acceptable workaround 

I have tried to import 1099s from Schwab dozens of times. Schwab says my account is set up to allow this. Nothing works!

Schwab acknowledges there is problem with Turbotax.  Blame it all on Turbotax and they are getting hundreds of calls/day

same here using Premier 2021...CS only firm where import didn't work yet this year...always has done so. CS guy (who was helpful) said it is on the TurboTax end, not the CS end.

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".

    (c) in Schwab I went to SecurityCenter|ThirdPartyAccessToAccountInformation  - Confirmed third party checked

    (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.

    (c) checked import and totals matched pdf of 1099 I downloaded from Schwab site.

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.

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!