Stuck In Import Loop With Charles Schwab

[MItch955]

I'm using the Premier version for Windows.  I follow all the prompts to import from Schwab.  The log-on is successful and I get a webpage with the following: "Success! We got your tax data. You can now return to TurboTax."  When I return to turbotax and hit continue it starts the import all over.  It's an endless loop of "successes".  Anyone else having this issue?

[MItch955 · Accepted solution]

Finally got it to work.  I was using the Brave browser and I turned off all of the safety features (tracker blocking, etc) and it went through.

[EbonyA]

Glad to here that the issue is resolved. Thank you for the update.

[lenrlore]

Having the same problem with edge.  Any solutions?

[RobertB4444]

@MItch955 says "Finally got it to work.  I was using the Brave browser and I turned off all of the safety features (tracker blocking, etc) and it went through."

@lenrlore 

[auwi01]

Thanks for the post and all the replies.

I had my default browser as MS Edge, so I switched it to Google Chrome in order for the import to work.

[dcranchmontana]

Thank you for this!  Solved my problem.  Thinking about going away from TT, as it has gotten so complicated to use, and often asks for an Intuit login.  I had a lot of trouble with that and spent hours on the phone with Intuit, to no avail, and finally had to create a new Intuit account.