This year TurboTax 2025 does not import my financial inst data like it always did, smoothly. the program is worthless this year

[wdstinnettjr]

what is the problem with the import function in 2025 edition.  this is unbelievable.

[jcsparkeywmconnectcom]

Having the same problem. After it says information was received, it doesn't transfer into the program. Anyone have a fix????

[jcsparkeywmconnectcom]

download from Charles Schwab not transferring to desktop. Anybody have a fix??

[Draggon]

Same problem.  It imported my stock transactions (1099-B) and added them to my return just fine, but it refuses to add my 1099-INT and 1099-DIV to my return even though I can see they both imported correctly to TurboTax.

[JamesG1]

Some customers will need to allow the Intuit site permission to access your local network. 

If you have already denied permission, you will need to reset it.  

In Chrome, you can do this by clicking on the View Site Information icon to the left of the address bar.  Turn on Local Network Access.

See Doug4 answer for details.

@Draggon @jcsparkeywmconnectcom @wdstinnettjr 

[Draggon]

@JamesG1 - thanks for the link, but that's a different issue.  I could see very plainly that TurboTax had successfully imported the 1099-INT, 1099-DIV and 1099-B from my Schwab account.  I could see all of the information that was imported.  The problem is that the program simply refuses to put the 1099-INT and 1099-DIV information into the tax forms.  The values of both INT and DIV remained as 0 for my return.  The 1099-B information was added to the tax forms properly and without issue.  This combination of data shows that this isn't a permissions issue on my local network.

It was simple enough to manually enter my 1099-INT and DIV information so I could finish my taxes, but it was kind of annoying that something so fundamental didn't work.

[AllanX]

Similar problem here:

1. Turbotax opens the browser window, which opens a popup browser window.
2. ID and password entered in Schwab.
3. A few more Schwab disclaimer windows.
4. Export/Import is declared to be done (on Schwab side).
5. Popup window closes.
6. Main browser window stays open and TT doesn't complete the import

Perhaps as someone mentioned before, this is due to Schwab having a composite 1099....

[CatinaT1]

Some have received a message from Charles Schwab saying downloads would be enabled on Feb 27th.

[AllanX]

In my case the problem (now resolved) was related to browser permissions.

The frustrating part was that the download was reported as done, but the browser window stayed open and the import never happened (no error messages were presented).

[jpawlicki]

I have the same issue with my Fidelity Investments import. Fidelity had emailed the other day that their tax data is ready, so, tried importing today, but, not a complete import.