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