I am using TurboTax premier on my desktop, windows 11.
I have already successfully imported 1099s from Edward Jones.
Schwab documents are available for import according to their website. When I follow TurboTax's directions, to import from Schwab, I am told TurboTax has my data and I can go back to TurboTax. TurboTax shows no sign of the import or any data. There is no error message.
I need a fix, as there are far too much data to put in manually.
Any ideas?
Thanks.
select schwab
click comtinue
a window opens that says well open a tab in your default browser......
click ok
click get your form
log in
scroll done to check off grant access box'
continue
accept
check off accounts
continue
done
you should see window about connecting to schwab/turbotax
a new window opens where you can select the forms to import
click on the blue icon lower right import now
you should see an import summary if successful.
ins some case you may have to scroll down to get to the proper boxes
contact Schwab for help if you encounter problems
That's exactly what I have done, 3 or 4 times. The process leads to the "we've got your data and you can go back to TurboTax" message. But TT shows nothing - not that I've imported from Schwab under import history nor under the dividends, nor under anything else.
The answer was really simple. Use a different browser. It worked, but it shouldn't be necessary.
THANK YOU...I was having the same problem. Switched to Edge from Brave and it worked.
Where do I see " select schwab"??? Why is TT continually a huge pain to deal with???
Please feel free to contact Customer Support so you can speak with a TurboTax representative who can assist you.