1099 schwabb import/download issues

3 replies
184 views

I tried to import my 1099 from Schwab from 2 different browsers. I'll go thru the stuff it will say allow download ill go yes it will do its thing show a document ready for download in turbo tax but it will say na-1099-r and show nothing in the details its blank. Any ideas?

baldietax

Level 12

so many issues with Schwab this year - as long as you've set the browser permissions which has been a general issue on the Turbotax side - there was a comment here that Schwab is still having issues their side so maybe check with Schwab directly if you're affected, and/or try again today or at the weekend. I keep seeing messages in Schwab about data availability for tax download but they're not being very clear - originally the message was dated 2/25 but now it's dated today.

https://ttlc.intuit.com/community/taxes/discussion/re-why-can-t-i-import-my-charles-schwab-1099-into-2025-turbo-tax-premier/01/3804625#M1415169

so many issues with Schwab this year, if this doesn't resolve you may just want to input manually and move on. Most 1099s are easily input esp R/INT/DIV. For 1099B you can input at summary level unless you have cost basis adjustments (wash sales, AMD, non-covered lots) those are best input at detailed level or you can send in the details using Form 8453 (TT Online also allows upload of PDF to satisfy this filing requirement).

SLBMEIER

Level 2

Can't import rbc capital either

CatinaT1

Alumni - Intuit

Helpful TurboTax Articles:

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.

What do I do when my data isn't imported into TurboTax Desktop even though it says successful import in my browser?

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.

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