importing from schwab

user17711848557 — Sun, 15 Feb 2026 19:52:57 GMT

Hi I'm attempting to import from Charles Schwwab, and I go through all the steps, and I get the message "Success! We got your tax data. You may now return to turbotax." But, it takes me back to the import screen and when I click continue it prompts me for my broker name and under imported documents it says none

Re: importing from schwab

DavidD66 — Sun, 15 Feb 2026 21:03:56 GMT

It may be because you are gong to get an updated/corrected tax form from Schwab. Charles Schwab recently sent out emails notifying some customers that they would be receiving a corrected tax form. The notification indicated that this would result in receiving an error message when attempting to import tax information into tax preparation software. Below is an example of what they sent out.:

We’re reaching out to let you know that you’ll be receiving a Corrected Form 1099-B for your account(s) ending in: xxx.

You may have received an error message when attempting to import your tax information into a third-party tax preparation software. (Downloaded CSV files may also show incomplete information.)

To avoid filing with incorrect data, please wait for your Corrected Form 1099-B before submitting your tax return.

What to expect next:

Corrected 1099-B forms will be issued on or around February 27, 2026.

You will receive a notification when your corrected form is available.

Once available, you will be able to import your updated tax information into your tax preparation software.

topic Re: importing from schwab in Retirement tax questions

importing from schwab

Re: importing from schwab