I'm trying to import my 1099 forms from Charles Schwab and I cannot sign in through Turbotax.
I believe this is because TurboTax currently redirects to the wrong login page. At the bottom of the current page it says "For institutional use only."
They need to point the page to the client login page.
You'll need to sign in or create an account to connect with an expert.
Since you are using a version of Online, try this and see if it will allow you to login:
If none of the above steps resolve the issue, please reach back out here in the thread and someone will follow up with the next steps.
I'm actually using the desktop version of Turbo Tax Premier (I selected the wrong one when I was posting)
Thank you for the clarification!
Regarding importing from Charles Schwab, please see the Help Article here for further assistance with your 1099.
If this still isn't working for you, please try to utilize the workaround posted on this thread here. Some users have also had success completing the upload earlier in the morning or later in the evening.
I have tried both methods you recommended but I am still getting "Login Temporarily Unavailable" response. Can you please assist?
Can you login to Charles Schwab outside of TurboTax? It sounds like more of an issue with their website. @SJD1
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