topic Re: Importing From Schwab in Get your taxes done using TurboTax

Importing From Schwab

JPaulson — Tue, 06 Apr 2021 15:07:34 GMT

Hello, I am trying to import my stock trades from schwab but the Turbo Tax app says that it cannot verify, can you please help me import that data? It would save me alot of time.

Thank you,

Jeff

Re: Importing From Schwab

MichelleLO — Tue, 06 Apr 2021 19:30:44 GMT

In order to import from Schwab, you need to opt-in to Schwab’s import program settings directly from your Schwab account. Please see the below Help Article for instructions:

How can I fix my 1099 import issue?

Re: Importing From Schwab

denisn — Tue, 13 Apr 2021 20:21:06 GMT

I changed my setting with Schwab to allow the data transfer.

In turbotax the continue button is still greyed out after entering the user name and password.

I note it has been a problem for other users, but the solution posted does not work now.

What can be done now?

Re: Importing From Schwab

denisn — Tue, 13 Apr 2021 20:23:49 GMT

How long should I wait for an answer to the question?

Re: Importing From Schwab

JotikaT2 — Tue, 13 Apr 2021 20:32:32 GMT

If the link above did not resolve your issue, you can also try to clear your cache and cookies as this may also be the issue.

Instructions to clear cookies to restart TurboTax

Once you do that, try those steps above and see if it helps. If it does not, you may need to contact us for assistance using the link below.

Contact TurboTax