topic Charles Schwab is not exporting 1099 data to Turbo Tax on 24 Feb 2026 in Get your taxes done using TurboTax

Charles Schwab is not exporting 1099 data to Turbo Tax on 24 Feb 2026

jay3 — Wed, 25 Feb 2026 00:14:23 GMT

The Trusted Partner is not working. It just freezes. Who can you contact on Turbotax tech support staff?

Re: Charles Schwab is not exporting 1099 data to Turbo Tax on 24 Feb 2026

LeticiaF1 — Wed, 25 Feb 2026 00:41:28 GMT

If TurboTax is not letting you continue, you can try the following:

Go out of your program and go back in.
Clear your cache and cookies.
Try a different Web Browser.

If you are using TurboTax Desktop make sure all updates have been run on your program. You can do this by clicking on "Online" in the black bar across the top of your TurboTax screen. And then select "Check for Updates".

If you have any additional questions or information regarding this please return to TurboTax Community and we would be glad to help.

How do I contact TurboTax?

Re: Charles Schwab is not exporting 1099 data to Turbo Tax on 24 Feb 2026

zzzz9999 — Wed, 25 Feb 2026 02:09:52 GMT

I have tried clearing cookies, cache and all that was recommended. I also made sure my TT desktop was updated. Still no luck importing 1099 from Charles Schwab. What else can I do?

Re: Charles Schwab is not exporting 1099 data to Turbo Tax on 24 Feb 2026

CatinaT1 — Wed, 25 Feb 2026 13:38:37 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: Charles Schwab is not exporting 1099 data to Turbo Tax on 24 Feb 2026

jay3 — Fri, 27 Feb 2026 16:25:12 GMT

The cache, change browser, etc DID NOT Work. However your latest update did with you adding a SECOND Charles Schwab to the import pull-down. The Second pull down of same name does leave an user wondering if they are entering an Alternate Universe.