topic Charles Schwab import not working in Get your taxes done using TurboTax

Charles Schwab import not working

Ralph123x — Wed, 19 Feb 2025 04:49:12 GMT

Clicked continue on desktop. It opened a new tab to login to Schwab account. I logged in and linked my account. I got the following message:

"Success! We got your tax data. You can now return to TurboTax."

I go back to TurboTax desktop, I'm still at the same screen. I clicked "Continue". It wants me to login again... However, once I login again, it's the same result.

Very frustrating... I have too many trades to import it manually.

Re: Charles Schwab import not working

KE149 — Fri, 13 Feb 2026 21:50:03 GMT

I'm getting same message as of 2/13/26. Also, the same for Fidelity and Computershare. Says "Success" but nothing in Turbotax. Tried the chat and that had no clue as to what I was asking. Since the same problem is happening with multiple institutions (and big ones), most likely software glitch.

Any idea of how to get someone at Turbotax to look into the program???

Re: Charles Schwab import not working

MarilynG1 — Fri, 13 Feb 2026 23:41:37 GMT

This indicates that TurboTax is making the connection, but something is blocking the data transmission, although some institutions don't have the import-ready forms available yet.

Here's some things to try:

Make sure your broker accounts are 'third party enabled'
Disable anti-virus/VPN while importing
Use an incognito window
Clear Cache and Cookies between attempts

@KE149

Re: Charles Schwab import not working

ptadolini — Sat, 14 Feb 2026 16:13:15 GMT

I'm having the same problem with Charles Schwab. Says it successfully connected and I can return to TurboTax but nothing in TurboTax. Very frustrating.

Re: Charles Schwab import not working

farkhodi — Mon, 16 Feb 2026 16:59:31 GMT

Update: Worked today 2/16/2026 on Edge - Chrome is still not working.

I'm getting same message as of 2/14/26.

Re: Charles Schwab import not working

Splatman — Sat, 14 Feb 2026 20:58:07 GMT

I cannot import. Schwab site shows the accounts linked.

Re: Charles Schwab import not working

Splatman — Sat, 14 Feb 2026 21:04:16 GMT

I just spoke to Turbo Tax and Turbo Tax is set up to start linking outside institutions on FEB 15. They said wait a day and the links should be able to be established.

Re: Charles Schwab import not working

user17711814774 — Sun, 15 Feb 2026 19:03:54 GMT

Still not working for me midday on Feb 15. Doesn't seem to be a problem with linking the accounts. Seems more like a data transmission issue, either between Charles Schwab and Intuit or between Intuit and the TT application software.

Re: Charles Schwab import not working

Splatman — Sun, 15 Feb 2026 20:28:30 GMT

SUCCESS FINALLY ON 2/15/26.

I tried repeatedly with Windows Edge running Windows 11. Loaded up Firefox and made it the default browser and it worked immediately. I tried over 20 times with edge . Something in the settings in blocking but I am not sure what it is. I also have the VPN TURNED OFF.

Re: Charles Schwab import not working

KE149 — Sun, 15 Feb 2026 22:20:44 GMT

I was able to get it to work today, for all of my accounts. There were shadow accounts with zeros that also came in, like duplicates. I think remnants of last year that didn't link to this year. I needed to clean it up manually.

So, it is working. Just pay attention. It's not as easy as past years, but still better than manual entry.

Re: Charles Schwab import not working

CD90 — Sun, 15 Feb 2026 23:43:17 GMT

still not working

Re: Charles Schwab import not working

farkhodi — Mon, 16 Feb 2026 16:57:01 GMT

Worked today 2/16/2026 on Edge - Chrome is still not working.

Re: Charles Schwab import not working

farkhodi — Mon, 16 Feb 2026 16:57:53 GMT

Worked today 2/16/2026 on Edge - Chrome is still not working.

Re: Charles Schwab import not working

CatinaT1 — Mon, 16 Feb 2026 17:02:31 GMT

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

If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.

To fix this you need to allow TurboTax to securely retrieve your data through your browser settings:

Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL.
Find Local Network Access in the dropdown menu.
Toggle the switch to ON.
Refresh the page and attempt your import again.

If permissions aren't the issue, one of the following factors may be at play:

Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements.
Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back.
Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.

Helpful TurboTax Articles:

@CD90

Re: Charles Schwab import not working

carlmuck — Mon, 16 Feb 2026 17:04:47 GMT

Robinhood 1099 import went fine.

Can't get Schwab to import to Mac Turbotax 2025. Using either Safari or Chrome. Everything looks like it is working fine and then Turbotax tosses up a message (oddly, in a different font than the rest of the program) saying:

Multiple attempts all fail the same way.

I was able to import into TurboTax online, but I know I can't complete the taxes with online.

Re: Charles Schwab import not working

yesgenesis — Mon, 16 Feb 2026 17:21:17 GMT

Chrome is definitely the problem. When I changed my default browser to Edge I got prompted about whether I want to link the information to another app. Once I approved the import went through just fine.

Re: Charles Schwab import not working

rrturner3571 — Tue, 17 Feb 2026 01:31:15 GMT

I was having the same issue with DA Davidson in Chrome. CatinaT1's suggestion to look at the Local Network Access setting did the trick. Toggled that on and worked.

Re: Charles Schwab import not working

rloy58 — Wed, 18 Feb 2026 17:19:35 GMT

I have made multiple attempts today (Edge browser) with no success. I have turned off my web protection and still no joy. It brings the account number and no data. I've been with TT for decades but this is a dealbreaker.

Re: Charles Schwab import not working

MarilynG1 — Wed, 18 Feb 2026 17:32:34 GMT

What error are you seeing when you try to import? Try switching to Chrome, use an incognito window, and clear Cache and Cookies between attempts. Did you change the LAN setting?

@rloy58

Re: Charles Schwab import not working

budabunch — Thu, 19 Feb 2026 17:06:46 GMT

How can something so simple be failing. We buy this expensive software to automate and reduce manual entries. Ridiculous! Each year my frustration w/ Turbotax is reaching the point of diminishing returns.

Still not working! Import has been available from Schwab since Feb 14.