topic Charles Schwab brokerage download in Get your taxes done using TurboTax

Charles Schwab brokerage download

jedshawk — Tue, 10 Feb 2026 11:19:25 GMT

I am trying to download my brokerage tax info from my Charles Schwab accounts. I have gone through all the steps several times, connected to my account and TurboTax says "We got your tax information you can now go back to TurboTax". When I go back there is no information downloaded and I'm on the page I started on to find the brokerage account from the long list.

Re: Charles Schwab brokerage download

Mike9241 — Mon, 19 Feb 2024 04:53:35 GMT

you don't download it. The PDF that you would download is not importable. Rather you import from a special file at Schwab

on the file tab select import

select from financial institution

a new window opens

type in schwab

double click on charles schwab when that shows up

follow the instructions carefully

eventually, you come to a window at schwab's website where the importable files show up

select those you want

and then follow the remaining instructions

check your import. some have reported problems importing from various FIs

it's your responsibility to see that everything was imported properly.

Re: Charles Schwab brokerage download

jedshawk — Thu, 22 Feb 2024 16:08:42 GMT

Thank you for the reply and sorry it took so long to respond - however the solution you provided did not work. I had previously done all the steps you offered several times. Nothing was downloaded to the computer and nothing appeared in my tax information. Turbotax tells you that the information is downloaded and returns you to the page you started from. Very irritating. Hopefully next year it will be fixed.

Re: Charles Schwab brokerage download

Tpell1522 — Sat, 24 Feb 2024 23:20:21 GMT

I'm having the same issue

Re: Charles Schwab brokerage download

mollinmark — Sat, 24 Feb 2024 23:55:34 GMT

Mine downloaded fine. I am using Mac Deluxe, but I did the download through the Inestment Income section. I received that same message you did, but my 1099-INT, DIV and B were all there.

Re: Charles Schwab brokerage download

Dobson1 — Mon, 17 Mar 2025 17:03:22 GMT

How do I download from Schwab now rather than wait for investments area

Re: Charles Schwab brokerage download

MarilynG1 — Mon, 17 Mar 2025 17:21:33 GMT

Do you want to Import from Schwab brokerage, or do you mean download your Schwab account info to your computer?

If you want to import, and your Schwab account is consolidated for interest, dividends, and stocks, in the Wages & Income section, choose Stocks. On the next page, scroll down to 'add Investments' and type in 'Schwab'. Double-click to open the Sign In page from the Search results.

In TurboTax Online, if you download a PDF copy of your 1099-B's, you can attach it to your tax return, so no need to import.

You can make a one-line entry for Totals in the 1099-INT/DIV sections, instead of importing.

Here's more info on How to Import 1099 Forms.

@Dobson1

Re: Charles Schwab brokerage download

JJFHydraulic1 — Thu, 19 Feb 2026 00:37:57 GMT

Same thing happened to me. I did it several times and it said Schwab tax downloaded complete but there was nothing there. I went back and did it one more time and in the left corner of my top screen a pop up asked if it could access more of my files on my computer, this time I said yes instead of no and the file info showed up in the turbotax program.

Re: Charles Schwab brokerage download

user17709955310 — Wed, 25 Feb 2026 15:54:23 GMT

Thank you -- this is the winner! After lots of frustration, I clicked that box and all the data was there in TT.