problem importing Charles Schwab using desktop

pamhow — Sun, 15 Feb 2026 16:08:39 GMT

I ask Turbotax to get my forms through the import option. I get a screen that says connection complete, Success! We got your tax data. You can now return to Turbotax. When I go back to Turbotax I don't see any of my information and get back to the same screen I was at and wants me to do it all over again.

Re: problem importing Charles Schwab using desktop

CatinaT1 — Mon, 16 Feb 2026 16:32:44 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: problem importing Charles Schwab using desktop

pamhow — Mon, 16 Feb 2026 22:23:09 GMT

Turned off pop blocker and it now works.

topic problem importing Charles Schwab using desktop in Investors & landlords

problem importing Charles Schwab using desktop

Re: problem importing Charles Schwab using desktop

Re: problem importing Charles Schwab using desktop