topic How to download Schwab 'Closed Account' Data to Turbotax? in Get your taxes done using TurboTax

How to download Schwab 'Closed Account' Data to Turbotax?

davidsson — Wed, 11 Feb 2026 03:07:28 GMT

I have to load data from 3 different closed Schwab files to TT.

I enter into the TT process and get a pop-up screen/gateway that shows one 'open' Schwab file, but not the closed files I can see when I log into Schwab normally.

On that screen it states..."Select the Schwab account(s) you’d like to link to Intuit. You can link all your current accounts. Tax forms for closed accounts will need to be downloaded from schwab.com/taxforms."

Are they available to automatically download files (to TT from schwab.com/taxforms) in some other way or am I stuck with typing it in?

Re: How to download Schwab 'Closed Account' Data to Turbotax?

CatinaT1 — Sat, 17 Feb 2024 20:08:35 GMT

See the following TurboTax Help articles for potential fixes:

Re: How to download Schwab 'Closed Account' Data to Turbotax?

davidsson — Mon, 19 Feb 2024 11:56:54 GMT

OK... So I need to type it in myself.

Re: How to download Schwab 'Closed Account' Data to Turbotax?

ilikechuck — Mon, 25 Mar 2024 16:37:49 GMT

*********** SOLVED *******************

Had the same issue, spent a lot of time searching.

Call Schwab, they will temporarily reactivate your closed account so turbotax can recognize and import from it.

Re: How to download Schwab 'Closed Account' Data to Turbotax?

kevinr12240 — Fri, 28 Feb 2025 23:36:46 GMT

I found the answer from March 2024 and tried it: "Call Schwab, they will temporarily reactivate your closed account so Turbotax can recognize and import from it."

I just contacted Schwab today and the information is still accurate. Schwab gives you a one hour window where the closed account is reactivated for you to import to Turbotax.