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New Member
posted Mar 25, 2021 4:29:56 PM

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?

 

0 4 656
4 Replies
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. 

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?

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.

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:

 

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