Yes. You may.
In TurboTax online,
Yes. You may.
In TurboTax online,
Step 6. Charles Schwab is not on the list of banks or brokers.
I have the same issue. Other financial institutions that aren't ready yet appear in the listing with a message to that effect.
Same Issue. How ever when I first installed my Turbo Tax it was and now it isn't after updating the program.
Schwab is missing because the Schwab servers used for that purpose are down, probably because Schwab is getting ready for the 2018 tax season. The Schwab website says some forms will be available mid-February.
I see Schwab now on the list but still unable to import my forms. Anybody able to import theirs yet?
Some Schwab are available and so are not. That is up to Schwab.
Closing a 3 year old question.
THIS DOESN'T WORK, I AM GOING TO HAVE TO DOWNLOAD FROM THE SCHWAB WEBSITE AS TURBO TAX DOESN'T SEE THE DATA FILES. HOW DO I DOWNLOAD INTO TURBO TAX???
Sorry but you are too late to import data from a financial institution for a 2019 return and too early for a 2020 return. If you are still trying to work on a 2019 return you will need to enter your data manually.
Same issue... I enter my correct username and password for Schwab; however, the TurboTax "Continue" button is not clickable.
You may need to check your brokerage to see if they are allowing third-party access. Although the following Help Article is for Schwab, it is possible that your brokerage has restricted TurboTax's access to your statements unless you grant consent, and you might need to do something similar to what is described here How can I fix my 1099 import issue?
I can upload financial institutions except for Charles Schwab which will not upload it keeps flashing intuit log on blocking screen
Please follow the instructions here if you are having trouble importing your 1099.
If you are unable to import still, you can follow the instructions here to enter a large number of stock transactions in Turbo Tax.
If you need additional assistance, please click here to contact customer support. @Alkinnear
The problem with downloading Schwab 1099 etc into TT lies with the TT form. The form freezes, does not show any words, cursor doesn't move, etc. If I go to the online TT site, it may work better, but I have Deluxe on my computer and the only thing left to do is to import from Schwab. Yes, 3rd party permissions are in place.
When will this be fixed by TT??? It seems this is a common problem as this same discussion is taking place all over the web.
Tried to import my Schwab 1099. Like every one else on this thread, it simply does NOT work. I check to ensure 3rd party access is enabled. Giant PITA. TurboTax/Intuit, you're letting a lot of people down with your products. When will this get fixed?
If this still isn't working for you, please try to utilize the workaround posted on this thread here.
My wife has two accounts through her work. One is for ESPP. This is listed as the 'brokerage' account. I can down load the 1099-B for this account. But my Schwab Equity Awards account for my companies Restricted Stock Grants cannot be down loaded. This is the account where all her trading is done. I guess I have to enter it manually. I really dislike Schwab. My company uses Etrade for company stocks. So much better.
Yes, you can. When you start typing in the name of the Company you want to import from, in the search results below, double-click on your company and you'll be directed to the Sign In page for that company. Use the same process for your other companies.
Some financial accounts require that you enable 'third party access' in order to import documents. If you have an issue importing, check with your company to see how to do this (usually in account settings).
After importing, go to the Income section, and click on Import Summary.