topic 2026 Importing from Schwab unsuccessful in Get your taxes done using TurboTax

2026 Importing from Schwab unsuccessful

Rhone07 — Sat, 14 Feb 2026 13:08:18 GMT

I am trying to import data from Schwab and get the message "This import is unsuccessful." Anyone else having this issue and know a workaround beside manual entry?

Re: 2026 Importing from Schwab unsuccessful

CatinaT1 — Mon, 16 Feb 2026 17:05:57 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:

Re: 2026 Importing from Schwab unsuccessful

Rhone07 — Mon, 16 Feb 2026 22:18:01 GMT

This does not resolve the issue. I tried it with three different browsers: Edge, Firefox and Norton Private Browser.

Re: 2026 Importing from Schwab unsuccessful

Rhone07 — Tue, 17 Feb 2026 15:27:01 GMT

Like to update my response. I now see an email from Schwab that a corrected Form 1099-B on February 27. I will retry the download at that time and update.

Re: 2026 Importing from Schwab unsuccessful

Rhone07 — Wed, 25 Feb 2026 12:48:21 GMT

Follow-up to CatinaT 1 post of 2/16/2026. On Monday (2/23/26) Schwab posted a memo in my account stating that data was now available, as opposed to an earlier email that stated updated data would be available 2/27/26. I tried to download on Tuesday (2/24/26) and received an error message 590.

This morning (2/25/26) I tried again using an Edge browser and instructions outlined in the post CatinaT on 2/16/26. In addition, I cleared the cache and cookies, set Tracking prevention to Basic, Site permissions/ All permissions/ Local network Access to Allowed (the dialog box "Ask before accessing" is turned on.

On downloading a dialog box will pop-up asking to allow or deny access to my hard drive. Click allow and the download was successful for all my Schwab accounts.

FYI: I was not using VPN and did not disable my Norton 360 anti-virus.