topic Turbotax import successful from Charles Schwab my 1099 but there was nothing in Get your taxes done using TurboTax

Turbotax import successful from Charles Schwab my 1099 but there was nothing

hungtl1 — Thu, 26 Feb 2026 01:14:39 GMT

I heck there was error. Please attacked image

Re: Turbotax import successful from Charles Schwab my 1099 but there was nothing

CatinaT1 — Thu, 26 Feb 2026 13:17:51 GMT

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: Turbotax import successful from Charles Schwab my 1099 but there was nothing

hungtl1 — Fri, 27 Feb 2026 17:54:08 GMT

I tried per your instruction (See image) but it did not work.

I've tried Firefox and M/S Edge but an eror still persists

Please see a second image for this error

Re: Turbotax import successful from Charles Schwab my 1099 but there was nothing

hungtl1 — Fri, 27 Feb 2026 18:01:45 GMT

Re: Turbotax import successful from Charles Schwab my 1099 but there was nothing

hungtl1 — Fri, 27 Feb 2026 18:06:12 GMT

I've enclosured a screenshot of 1099-DIV with red highlight about "FATCA Filling Requirement" did not check.

But it got False as shown on previous image. Can you please help?

Re: Turbotax import successful from Charles Schwab my 1099 but there was nothing

MarilynG1 — Fri, 27 Feb 2026 22:04:52 GMT

If your 1099-DIV failed to import correctly, I would advise deleting the import and entering the 1099-DIV manually. There's only a few pieces of info involved.

If you have any Foreign Tax on your 1099-DIV it will transfer to the Foreign Tax Credit section for you automatically, and you can step through the interview to indicate the amount of Foreign Income it relates to. You'd have to do this anyway, even if your import was successful. Your broker statement will the list the countries/amounts, which you can total up and choose Country 'RIC' for the entry.

It appears from your screenshots that you don't have a FACTA Filing Requirement.

Here's more info on Here's How to Enter a 1099-DIV.

@hungtl1

Re: Turbotax import successful from Charles Schwab my 1099 but there was nothing

hungtl1 — Sat, 28 Feb 2026 02:03:16 GMT

I don't have any the Foreign Tax and (of course) FACTA was blank.

I don't know TurboTax Why it said FATCA filling requirement is checked

Re: Turbotax import successful from Charles Schwab my 1099 but there was nothing

hungtl1 — Sat, 28 Feb 2026 02:04:21 GMT

Re: Turbotax import successful from Charles Schwab my 1099 but there was nothing

MonikaK1 — Mon, 02 Mar 2026 02:19:47 GMT

If you received a "Success" message but your data hasn't appeared in TurboTax, it may be 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:

@hungtl1

Re: Turbotax import successful from Charles Schwab my 1099 but there was nothing

hungtl1 — Mon, 02 Mar 2026 17:32:28 GMT

Thank you for your response.

I've tried it and used different browsers like: firefox. MS Edge but the issue still persists

Re: Turbotax import successful from Charles Schwab my 1099 but there was nothing

CatinaT1 — Mon, 02 Mar 2026 18:03:32 GMT

Helpful TurboTax Articles:

Re: Turbotax import successful from Charles Schwab my 1099 but there was nothing

hungtl1 — Tue, 03 Mar 2026 17:31:51 GMT

Charles Schwab just sent me a message that said my 1099 had been updated. Problem solved. Thank you everyone