charles Schwab 1099

[reacheks-gmail-c]

If you are using a VPN, try turning that off.  For me, I made sure I was able to log into my Schwab account w/ my credentials, then logged off.  Also, make sure you are able to log into the Turbo-Tax secure service as I had to reset /create a new password from the one I used last year.  With those changes and using the Internet Explorer as my default browser, it work like last year.

What is funny, I had the same configuration last year w/ my Brave Browser and it worked fine.  I did talk to a 'live' customer service rep who was helpful w/ some tips but I never needed to call back as I resolved the issue.

Yes, I would NEVER input the report manually as there are lots of transactions.  I suppose I could have entered the totals manually but would have had to enter all the Buy/Sells which would have taken hours.

[jhawk23]

I turned off my VPN and switched default browser to Microsoft.  Still having the same issue.  Blank screen.

[reacheks-gmail-c]

FWIW my set up uses Window 10.  I never upgraded to Windows 11.  I am using a newer PC and migrated all my programs.  My 2022 Turbo Tax (Premiere) desktop version was purchased from Amazon and downloaded & installed w/ no problems.  The software did do several updates.

I never got a blank screen using the import.  I was able to import my TD Ameritrade 1099 using their specific Document Number w/ account number on the top right of their 1099 PDF.   Apparently this type of import is different from what Schwab uses so that appears to be specific to the brokerage company.

I found the Customer Service guy helpful but be sure to be at your computer w/ programs (turn off VPN) and the rep can walk you through the import.  If/when you get an error, they can isolate what may be occurring.  Most of the errors he said were due to 'firewalls'  either in the browser, VPN and/or in Windows settings.

[jhawk23]

I am running Windows 11 on a newer PC.  I downloaded the Turbo Tas premier from Amazon as well.   

I have been able to import several other 1099s without issues.  Just the Schwab one that is having problems.

[KatrinaLO]

Have you tried a different browser like Microsoft Edge or Google Chrome? Many people have stated using Edge and removing the pop-up blockers has helped. Please let us know if you are successful using a different browser.

You may need to contact customer service directly for assistance. Please see the following information here for more details.

@jhawk23 

[FrustratedX]

Tried using the Contact us Page. It does not appear to provide a place to ask a question nor does it give any number to call after selecting the product I'm using. Very disappointing that there is so much community communication on this issue but there doesn't seem to be any definitive follow-up or explanation or resolution on the part of TurboTax. Why can't you partner with Schwab to resolve this issue that is affecting so many of your mutual customers (and is not an issue with other brokerages' imports)?

[dvldog]

Yes I have been unable download 1009 from Charles Schwab. This is not the first time. I think I had difficulty downloading 1099 last year. I didn't any difficulty downloading any other 1099s. I really really do not want to enter these numbers manually

[CatinaT1]

If you are using TurboTax Online, try importing using a different browser.

See the following TurboTax Help articles for potential fixes:

• 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?