I am using TT Premier and cannot access my Schwab account to transfer brokerage info. I input my Schwab user ID and password and cannot get past the I am not a Robot screens. As soon as I ID the first queried image, eg. buses, the screen goes white and I can't proceed. What's with that?
What with it is that it is too soon to import data from a brokerage. They will not have that data ready for import until late January/early February.
Here's Schwab info and dates. Scroll down
But even when you can get the 1099 they might not have the import file ready. And it's common for brokers, etc. to send out a corrected 1099 later. See, there is a second date listed. So don't file too soon.
I've had trouble with TT previously. Last year I had to file an amended form when TT incorrectly filed Foreign Taxes. The software was amended, and I then refiled. Every year it seems to have some glitch. I just awaiting the release of our brokerage account on Feb. 13 to finish and file.