I'm getting same message as of 2/13/26. Also, the same for Fidelity and Computershare. Says "Success" but nothing in Turbotax. Tried the chat and that had no clue as to what I was asking. Since the same problem is happening with multiple institutions (and big ones), most likely software glitch.
Any idea of how to get someone at Turbotax to look into the program???
This indicates that TurboTax is making the connection, but something is blocking the data transmission, although some institutions don't have the import-ready forms available yet.
Here's some things to try:
- Make sure your broker accounts are 'third party enabled'
- Disable anti-virus/VPN while importing
- Use an incognito window
- Clear Cache and Cookies between attempts
I'm having the same problem with Charles Schwab. Says it successfully connected and I can return to TurboTax but nothing in TurboTax. Very frustrating.
Update: Worked today 2/16/2026 on Edge - Chrome is still not working.
I'm getting same message as of 2/14/26.
I cannot import. Schwab site shows the accounts linked.
I just spoke to Turbo Tax and Turbo Tax is set up to start linking outside institutions on FEB 15. They said wait a day and the links should be able to be established.
Still not working for me midday on Feb 15. Doesn't seem to be a problem with linking the accounts. Seems more like a data transmission issue, either between Charles Schwab and Intuit or between Intuit and the TT application software.
SUCCESS FINALLY ON 2/15/26.
I tried repeatedly with Windows Edge running Windows 11. Loaded up Firefox and made it the default browser and it worked immediately. I tried over 20 times with edge . Something in the settings in blocking but I am not sure what it is. I also have the VPN TURNED OFF.
I was able to get it to work today, for all of my accounts. There were shadow accounts with zeros that also came in, like duplicates. I think remnants of last year that didn't link to this year. I needed to clean it up manually.
So, it is working. Just pay attention. It's not as easy as past years, but still better than manual entry.
Worked today 2/16/2026 on Edge - Chrome is still not working.
Worked today 2/16/2026 on Edge - Chrome is still not working.
Some have received a message from Charles Schwab saying downloads would be enabled on Feb 27th.
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:
- Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL.
- Find Local Network Access in the dropdown menu.
- Toggle the switch to ON.
- 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:
Robinhood 1099 import went fine.
Can't get Schwab to import to Mac Turbotax 2025. Using either Safari or Chrome. Everything looks like it is working fine and then Turbotax tosses up a message (oddly, in a different font than the rest of the program) saying:
Multiple attempts all fail the same way.
I was able to import into TurboTax online, but I know I can't complete the taxes with online.
Chrome is definitely the problem. When I changed my default browser to Edge I got prompted about whether I want to link the information to another app. Once I approved the import went through just fine.
I was having the same issue with DA Davidson in Chrome. CatinaT1's suggestion to look at the Local Network Access setting did the trick. Toggled that on and worked.
I have made multiple attempts today (Edge browser) with no success. I have turned off my web protection and still no joy. It brings the account number and no data. I've been with TT for decades but this is a dealbreaker.
How can something so simple be failing. We buy this expensive software to automate and reduce manual entries. Ridiculous! Each year my frustration w/ Turbotax is reaching the point of diminishing returns.
Still not working! Import has been available from Schwab since Feb 14.
I got it to work on the 16th. After my accounts were linked I got a pop up asking if Intuit could access other Apps. I responded "Allow" and everything worked!
Im not getting that far. When I click edit it goes to the screen where there are the four boxes. If I click on the appropriate one, the system goes straight to manual. TT tech is ignoring the issue. Schwab doesn't seem aware of it. But it is clearly a bug in TT. It would be nice if they would let us know if they are even trying to fix it.
Some have received a message from Charles Schwab saying downloads would be enabled on Feb 27th.
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:
- Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL.
- Find Local Network Access in the dropdown menu.
- Toggle the switch to ON.
- 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:
I am having the same problem ever since Schwab said the tax documents were available.
This is beyond frustrating!
I used TurboTax for YEARS, and this is not acceptable!
Kudos, @CatinaT1! I reviewed a bunch of advice and tried different things, but only your advice resolved the issue! And it is so simple!
I am importing from more than one external source and received the message that they were successful, but when returning to TT, nothing was actually being imported into TT - so I can confirm that it is not a brokerage specific issue, but a system issue.
I followed your instructions to adjust the browser settings - specifically, I located the View Site Information icon (the "lock" icon) on the far left of the address bar, and used the drop-down menus to allow pop-ups AND local network access. This resolved the issue. Thank you!