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gitzcpa1
Returning Member

download from Schwab still isn't working March 6

I am still unable to download tax information from Schwab.

I do wish Turbo Tax would fix the problem.  Schwab claims it is Turbo Tax problem not their issue.

 

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3 Replies
CatinaT1
Expert Alumni

download from Schwab still isn't working March 6

If you are using TurboTax Online, try importing using a different browser.  See the second article for info on Schwab.

 

See the following TurboTax Help articles for potential fixes:

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**Mark the post that answers your question by clicking on "Mark as Best Answer"
Zohra
New Member

download from Schwab still isn't working March 6

I am having the same problem downloading from Schwab. The account digits required by Turbo tax are 9 digits and the ID number digits also do not match what Turbo Tax Document requires. Please can someone help? Thanks in advance

 

CatinaT1
Expert Alumni

download from Schwab still isn't working March 6

There was an update last night that MAY have solved your issue. Make sure you have the most updated software and try again.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

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