topic Important Charles Schwab transactions into turbotax Business for 2024 tax year in Get your taxes done using TurboTax

Important Charles Schwab transactions into turbotax Business for 2024 tax year

Joe7786 — Thu, 06 Mar 2025 22:43:59 GMT

I have used turbo tax for the past 15 years and always took advantage of downloading my bokerage transactions directly from Schwab without any problems. Now in using the Business version of turbo tax I am unable to access Schwab online to access all the 1099 forms they provide online.

This same problem has been reported by several posts.

I have disconnected antivirus software but still have my windows firewall running. It will still not download.

Nothing has changed from last year when I used this capability without any problems. That is why when I needed to file a trust return I purchased this turbo tax program through Amazon a reputable vendor.

I have talked to SChwab and they are unaware of any problem. But will do so again. They have already sent a note out saying that the tax information is currently available as per other posts.

PLEASE HELP .

Re: Important Charles Schwab transactions into turbotax Business for 2024 tax year

CatinaT1 — Thu, 06 Mar 2025 23:41:35 GMT

What happens if you change your password for Schwab? Sometimes TurboTax doesn't like some symbols in passwords and I have seen this work for others. Try that and let me know if that works.

Re: Important Charles Schwab transactions into turbotax Business for 2024 tax year

Mike9241 — Fri, 07 Mar 2025 04:52:15 GMT

see this link and look towards the bottom. It indicates brokerage info can't be imported into Turbotax Business. Try what the expert suggested. Can't hurt. Then you can let us know who is correct.

https://ttlc.intuit.com/community/taxes/discussion/with-turbotax-business-desktop-how-do-i-import-brokerage-1099-data/00/279463