Extra entries when importing Schwab into TT

Forum|Forum|5 months ago
March 20, 2026
4 replies
87 views

I have the same problem that others posted. I imported from Charles Schwab, which I have done successfully for years, and TT is showing extra entries with no or incorrect data, and some correct data. Must I really go through each and every form to correct this situation? This is ridiculous!

CatinaT1

Level 15

Helpful TurboTax Articles:

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.

What do I do when my data isn't imported into TurboTax Desktop even though it says successful import in my browser?

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.

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CristinaTLewisAuthor

Level 2

This doesn't answer my question at all.

LeticiaF1

Level 12

If you are having issues with the form that you imported, delete it and import it gain.

To delete it:

Open your return.
Go to Tax Home
Select Tax Tools in the left menu
Click on Tools
A pop-up will come out called Tool Center
Select Delete a form
Select Delete next to the Form 1099 that you want to delete

If you are using TurboTax Online, please follow the instructions in this TurboTax Help article to delete a form.

If you are using TurboTax Desktop, please follow the instructions in this TurboTax Help article to delete a form.

Once you delete it follow these steps to import your Schwab 1099 form again:

Log in to schwab.com/passwords
In the Security Center, scroll down to Third-Party Access to Account Information
Under OFX, select Enable Third-Party Access
You will receive an email confirming third-party access is enabled
Login to TurboTax
Continue to your return
Search for the form you’d like to enter
Select the link at the top of the search results
Continue through to successfully import your Schwab 1099 forms