topic Charles Schwab tax forms not importing in TurboTax in Get your taxes done using TurboTax

Charles Schwab tax forms not importing in TurboTax

johnsantaclara1 — Mon, 09 Mar 2026 05:40:35 GMT

Charles Schwab released their tax forms and I also have 3rd party enabled for TurboTax on their site.

But when I try to import Charles Schwab forms Turbo Tax Premier (desktop -mac) shows this message below in the screen "Sign on to Charles Schwab & Co., Inc" before even prompting me to enter my login info. There's nothing wrong with internet connection and I am able to import other forms. Please let me know what I may be missing. Thank you.

"This import was unsuccessful.

We recommend you check your internet connection and try again. If we still can't get your info, don't worry. We'll help you enter it manually so you can keep working on your taxes."

Re: Charles Schwab tax forms not importing in TurboTax

susiequeue42 — Fri, 18 Feb 2022 21:28:01 GMT

i had the same problem earlier today. i went to schwab.com, changed my schwab online password, then logged back in to schwab to be sure i saw my 1099 forms were available, then exited turbotax, fired turbotax back up, and started the process to import from them again. it worked after that. good luck.

Re: Charles Schwab tax forms not importing in TurboTax

johnsantaclara1 — Sat, 19 Feb 2022 00:04:03 GMT

Thank you. It worked now!

Re: Charles Schwab tax forms not importing in TurboTax

dbx227 — Sat, 19 Feb 2022 18:13:21 GMT

I get the identical message "Login is temporarily unavailable" even when I put in an invalid user id. This indicates it is not even reaching the login process.

Re: Charles Schwab tax forms not importing in TurboTax

kp34 — Sat, 19 Feb 2022 19:52:08 GMT

I am having the same problem. Login is temporarily unavailable.

I have always been able to import with no problem. This is aggravating!

Re: Charles Schwab tax forms not importing in TurboTax

jatland — Sun, 20 Feb 2022 05:16:09 GMT

“Login is temporarily unavailable.”

Not letting me login to Schwab site either. Fix this asap TurboTax, I paid for your service to be able to file.

Re: Charles Schwab tax forms not importing in TurboTax

rbhacker — Mon, 21 Feb 2022 16:27:23 GMT

Same problem here - very frustrating.......

Re: Charles Schwab tax forms not importing in TurboTax

wideglidejrp — Mon, 21 Feb 2022 16:38:43 GMT

Same problem. I got the unsuccessful message. I shut down TT and restarted it. This time I got a different message saying login not available.

Re: Charles Schwab tax forms not importing in TurboTax

_Kris_ — Mon, 21 Feb 2022 16:41:07 GMT

Same here: "login temporarily unavailable." Tried every day since Friday, probably two dozen times or more. Just once I got it to accept the login credentials, then it timed out during 2-factor-authorization phase.

Re: Charles Schwab tax forms not importing in TurboTax

rbhacker — Mon, 21 Feb 2022 17:36:33 GMT

Further info. Called TT and spent time explaining the problem. They, of course, say it must be a Schwab issue - tried to call Schwab but, markets are closed today. Doubt it's an issue on their side however. I have several brokerage accounts - all work except for Schwab. Also, when I try to download Schwab I get a pop-up from Intuit asking me to sign-in, then a pop up screen asking me to enter my Schwab credentials. Neither of these two screens appear with my other brokerage account nor have they ever appeared in past years of filing with Turbo-tax.

Re: Charles Schwab tax forms not importing in TurboTax

wideglidejrp — Mon, 21 Feb 2022 17:41:54 GMT

I believe Schwab made significant changes in how they let others connect to schwab.com. There were many problems for Quicken users. They eventually got everything working, but I suspect the changes Schwab made are what is now impacting TurboTax.

Re: Charles Schwab tax forms not importing in TurboTax

waddyhead — Mon, 21 Feb 2022 18:04:56 GMT

Don't be upset that you could not login to Schwab. When you are able to access your docs (1099s), the TurboTax program does not read the fields and transfer all the info from the Schwab forms. Get ready for using the "Review" and "Edit" buttons on the program.

Re: Charles Schwab tax forms not importing in TurboTax

GEC44 — Mon, 21 Feb 2022 18:43:40 GMT

Same problem. Spent about an hour on phone with Schwab folks last Friday. Was finally able to download okay yesterdayl But Turbo Tax was not working properly & needed to download again. But, same problem as last week saying Not working at this time;; try later or call customer service.

Re: Charles Schwab tax forms not importing in TurboTax

Hawkeye4 — Mon, 21 Feb 2022 20:02:10 GMT

Same thing is happening for me. Can NOT LOG INTO SCHWAB. VERY FRUSTRATING.

Changing Schwab password and restarting computer worked!

mamarks — Mon, 21 Feb 2022 20:59:10 GMT

Thankfully the guidance above worked for me and I am now able to download my Schwab account records for TurboTax.

Re: Charles Schwab tax forms not importing in TurboTax

xyz123456 — Mon, 21 Feb 2022 21:15:34 GMT

Happened to me. I quit Turbo tax and opened again. It then requested on online intuit account to load bank info. I created that and then loading Schwab worked fine.

Re: Charles Schwab tax forms not importing in TurboTax

bmb823 — Mon, 21 Feb 2022 21:50:01 GMT

I'm having the same issue. Super frustrating. I also hate that I had to log in to my Intuit account to then be able to log into my Schwab account.

Getting the "login isn't available" message. I did change my password at Schwab and it didn't do any good.

Re: Charles Schwab tax forms not importing in TurboTax

wideglidejrp — Mon, 21 Feb 2022 22:18:40 GMT

The reason for the login to Intuit.com is to authenticate you so when you log in to schwab to download to TT, they know it is really you.

Re: Changing Schwab password and restarting computer worked!

ejudge69 — Tue, 22 Feb 2022 00:01:35 GMT

What guidance was that? I have changed my Schwab password, rebooted and retried. Still telling me login is not working. Even better I can't access the "Cancel" button from the login screen so need to force quite TurboTax.

Re: Changing Schwab password and restarting computer worked!

gvalentini — Tue, 22 Feb 2022 03:45:33 GMT

I am getting the same error message that "Login is temporarily unavailable. Please try again later or call customer support"

I can login to Schwab directly with no issues. And have also rebooted. Looks like I will need to manually enter into TurboTax, unless someone has a fix