topic Re: trying to connect schwab account but have no popup window to consent in Get your taxes done using TurboTax

trying to connect schwab account but have no popup window to consent

hdediu — Mon, 23 Mar 2026 10:29:00 GMT

how to connect schwab account

Re: trying to connect schwab account but have no popup window to consent

khennek — Mon, 23 Mar 2026 10:49:27 GMT

Your computer may be blocking pop-ups. Go to settings on your computer and check to see if the Pop-ups field is set to "Blocked". If so change it to "Allow". Also if you have "Ad Block" as one of your browser extensions click on that and change it to "Allow" You'll need to refresh your browser in both cases, but this is a common problem with browsers these days. If that doesn't help, try changing your default browser to another browser type like Microsoft Edge assuming you are using Chrome, or even Firefox, if you have that installed on your computer. I hope my response isn't too technical for you.

Re: trying to connect schwab account but have no popup window to consent

CatinaT1 — Mon, 23 Mar 2026 12:12:06 GMT

Helpful TurboTax Articles:

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.

What do I do when my data isn't imported into TurboTax Desktop even though it says successful import in my browser?

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.