I have tried Chrome and Edge browsers. Updated Turbo Tax.
When I try to import from brokerage Charles Schwab it allows me to log in. I answer ALL security questions. I check ALL the boxes. But instead of importing, it takes me back to the login page within the browser. I have tried more than once with each browser.
Last year I had no problems at all. This year. It. Just. Doesn't. Work.
I do have security set on my account and I am entering all SMS security codes. Not sure what I'm supposed to do. Yes I guess I could download manually but that defeats the purpose of having an import in the tax software!
I'd appreciate any help!
You'll need to sign in or create an account to connect with an expert.
One thing folks have been encountering...is a High security setting on their actual Browsers.
On my Edge, I have it set to the middle security setting and have had no import issues (though I'm getting Fidelity stuff)
Thanks.
When I try to log in to my regular account in a browser on schwab.com, I get a message something like "SYSTEM UNAVAILABLE". So it could be a temporary thing. I guess people aren't supposed to do their taxes on the weekends!
Still have questions?
Make a postAsk questions and learn more about your taxes and finances.
tuxedorose
Level 4
grammie2
New Member
caljones2
Level 1
rccall
Returning Member
jon857
Level 2
Did the information on this page answer your question?
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.