Downloading or import Tax date from Charles Schwab
Hello I am having issue download or import my data from Charles Schwab for turbo tax. I get an error and do not know a fix for it, can you assist?
04656
4 Replies
CarissaM
Intuit Alumni
Mar 26, 2021 9:23:25 AM
That error indicates your sign on information is incorrect. You would need to contact Charles Schwab for assistance. They may require two factor authentication to sign on to a third party.
edsplace36
Level 1
Apr 3, 2021 11:04:40 AM
When I try to download data from Charles Schab, Turbotax asks me to verify my Schwab password. I click Continue and nothing happens. How do I verify the password?
edsplace36
Level 1
Apr 3, 2021 11:06:50 AM
I signed on to my Schwab account with the same password that I posted for Turbotax and my accounts opened up as usual.
TiffanyL
Intuit Alumni
Apr 4, 2021 9:39:13 AM
@edsplace36, you may need to authorize 3rd party access using the FAQ link provided below. Please let us know if this helps: