topic Trying to download details from Schwab.com, but TurboTax is saying the login ID is incorrect. I know it is correct. in Get your taxes done using TurboTax

Trying to download details from Schwab.com, but TurboTax is saying the login ID is incorrect. I know it is correct.

mike-tabbert — Tue, 14 Jul 2020 21:54:15 GMT

Trying to download details from Schwab.com, but TurboTax is saying the login ID is incorrect. I know it is correct.

Re: Trying to download details from Schwab.com, but TurboTax is saying the login ID is incorrect. I know it is correct.

noreen31 — Tue, 14 Jul 2020 22:20:11 GMT

I had the same major headache from fidelity. The end result. My password had to be changed shorter and simpler. Worked first go after i changed password. Good Luck

Noreen

Re: Trying to download details from Schwab.com, but TurboTax is saying the login ID is incorrect....

DawnC — Tue, 14 Jul 2020 22:28:33 GMT

Be sure to select the right financial institution or brokerage from the list. For example, several participating partners' names start with First National Bank and if you select the wrong First National Bank, you won't be able to import.