Brokerage Import Charles Schwab

[JJFHydraulic1]

Turbo tax will let me log into Charles Schwab and it then tells me that the files were downloaded successfully. But when I look there is no data in Turbo tax. When I hit continue it goes back and again asks me to log into Charles Schwab, and again it tells me the files were downloaded. but I do not see any data, It just keeps logging me back into Schwab and re-downloading...

[CatinaT1]

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:

1. Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL.
2. Find Local Network Access in the dropdown menu.
3. Toggle the switch to ON.
4. 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:

• What if I can't import my 1099?
• How can I fix my 1099 import issue?
• How do I import my 1099s?
• How do I enter a large number of stock transactions in TurboTax?

[JJFHydraulic1]

It definitely was due to lack of permission. I tried to do what you suggested but I could not find the local network access button. However, I tried to download the info again from Schwab and there was one extra upper corner question- something like: "allow access to all your contacts etc.". This time I said yes and the info came thru.  The other times when I said no, it stated that I had successfully completed the task, but there was no data. But now I have it. I had to give more permission access as you suggested.