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Charles Schwab not importing data to TurboTax

Reasonable-Value9645 — Thu, 30 Jan 2025 20:30:27 GMT

I'm trying to import my data from Schwab and keep getting a generic error message saying "something unexpected happened". I have been trying for a few days and keep getting the same error. I don't have any issues importing from Chase and Wealthfront. I tried Safari and Chrome and get the same error. Any idea what's going on and how to fix this?

Re: Charles Schwab not importing data to TurboTax

xmasbaby0 — Thu, 30 Jan 2025 20:44:44 GMT

Although you might be able to view or print your information from the website, most banks, brokerages and other financial institutions do not have the data formatted for import into tax software before sometime in February. So if you are wanting to enter it sooner, you have to key it in by hand. Or….wait until it is available for import.

Re: Charles Schwab not importing data to TurboTax

Mike9241 — Thu, 30 Jan 2025 20:56:16 GMT

are the import files ready? they are separate from the PDFs which can be downloaded but not imported. for further info contact Schwab.

Re: Charles Schwab not importing data to TurboTax

vicnaim — Thu, 30 Jan 2025 23:43:21 GMT

Im having the same issue. I cant key manually, too many items, this is a deal breaker with TT, I will have to find another service if its not corrected soon.

Re: Charles Schwab not importing data to TurboTax

VolvoGirl — Thu, 30 Jan 2025 23:48:31 GMT

When I try to import from Charles Swab it says the documents won't be ready to import until Feb 14 for all 1099 forms.

Re: Charles Schwab not importing data to TurboTax

pablokent — Sat, 01 Feb 2025 01:18:31 GMT

Not till Feb 14th. Then you can import.Not till Feb 14th. Then you can import.

Re: Charles Schwab not importing data to TurboTax

eplacencio — Sat, 01 Feb 2025 08:39:21 GMT

I am having the same problem as all other forms have downloaded fine. Turbotax has been of no help.

Re: Charles Schwab not importing data to TurboTax

stmalk — Mon, 03 Feb 2025 16:31:46 GMT

Same here it says to wait til Feb 14

Re: Charles Schwab not importing data to TurboTax

Mike9241 — Mon, 03 Feb 2025 16:46:31 GMT

Schwab, as well as other brokers, makes PDFs of the tax forms available earlier than the files that are needed to import the data. PDFs can not be imported. saying you have to wait until 2/14, indicates that the files needed for import won't be ready until that time. importing is a direct transfer from the broker's server to your return. No file is created on your computer.

Re: Charles Schwab not importing data to TurboTax

sallybat — Mon, 17 Feb 2025 21:58:24 GMT

Well, today is Feb 17 and it is still not working.

Re: Charles Schwab not importing data to TurboTax

MarilynG1 — Mon, 17 Feb 2025 22:11:28 GMT

If you can give the Error Message you receive trying to import, we'll try to help.

In TurboTax Online, you can attach a PDF of your 1099-B; however, in TurboTax Desktop, here's How to Enter a Summary in Lieu of Individual Transactions, which only requires a small amount of data entry.

When importing, make sure TurboTax and Windows are both updated, and temporarily disable all anti-virus software (including modem). Make sure your broker does not require you to allow 'third party access', which you may enable in your broker account, if this applies.

Here's more info on Import Issues.

@sallybat

Re: Charles Schwab not importing data to TurboTax

pablokent — Mon, 17 Feb 2025 23:18:00 GMT

a recent update removed the error.

Re: Charles Schwab not importing data to TurboTax

pablokent — Mon, 17 Feb 2025 23:19:49 GMT

the import ability works for me; was available Feb 14

Re: Charles Schwab not importing data to TurboTax

coingallery — Tue, 18 Feb 2025 00:59:11 GMT

Having an issue as well Feb 17.

Click import, enter schwab log in credentials, everything connects. I see files in my intuit.com account. But, nothing is imported to the tax software.

Re: Charles Schwab not importing data to TurboTax

MarilynG1 — Tue, 18 Feb 2025 16:56:47 GMT

If you received a pop-up screen saying 'your import was successful', you can see your imported data at the Income Topics page, under Import Summary, just above Wages & Salaries in TurboTax Desktop. Some brokers require that you allow 'third party access' to successfully import, which is a setting you enable in your brokerage account.

Here's How to Enter a Summary in Lieu of Individual Transactions and more info on Schwab Import Issues.

If you're using TurboTax Online, save a PDF of your transactions to your computer. If it contains 1099 INT/DIV, you can make one entry for the totals in these categories. The 1099-B PDF can be attached to your return. You would choose Add Investments > Enter in a different way > Stocks > Sales Section Totals. You'll come to a screen asking you to upload your 1099-B.

Not sure what you mean by 'I see files in my intuit.com account'? Could you clarify?

@coingallery

Re: Charles Schwab not importing data to TurboTax

sdschiavone — Wed, 19 Feb 2025 13:40:04 GMT

This has been an incredibly frustrating experience. I can't tell you not how many hours I've spent trying to import my documents. It makes no sense that they're not available to import when they're available via PDF and on the website. Then, even after waiting until February 14th when they were claimed to have been available for import, the import fails.. and repeatedly 😪😭

Re: Charles Schwab not importing data to TurboTax

sdschiavone — Wed, 19 Feb 2025 13:40:54 GMT

I'm with you. I've been incredibly frustrated with the same issues, and for weeks!!!

Re: Charles Schwab not importing data to TurboTax

sdschiavone — Wed, 19 Feb 2025 13:41:30 GMT

Correct, but it didn't work on February 14th, 15th or 16th either!! Ugh

Re: Charles Schwab not importing data to TurboTax

coingallery — Wed, 19 Feb 2025 16:19:54 GMT

@MarilynG1

When importing one of the steps required was to log into intuit account. While logged into intuit.com I have a menu bar on the left. One is called Documents and that is where I see all my schwab tax files I downloaded but were not imported.

However, after reading other posts I finally fixed my import problem. I had to disable "Brave Shields" for the popup browser. After disabling the security I was able to import. I know I did not have to do that last year.

Documents

Quickly access documents from across your Intuit products.

Message closed

Canarycah — Sat, 14 Feb 2026 16:34:27 GMT

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