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Level 1

Question

Fail to import from charles swabs document

Forum|Forum|5 months ago
February 16, 2026
2 replies
44 views

I have spoke to TT customer service yesterday about this issue. She said it will be available today Feb.17.26.

I have tried to import just now. It is fail to import. Please resolve this issue TT.

P

Level 12

hmm did they say today or 17th? what issue did they say they are resolving? there are generally 2 issues that have been reported here related to importing & Schwab...

if you get success with no data it's likely the browser permission issue, see

https://ttlc.intuit.com/community/taxes/discussion/re-vanguard-brokerage-update-is-available-from-va...

if you have issues with Schwab import there is some issue they (Schwab, not TT) are having with their 1099s but I think you would get an email about that saying they will revise the 1099B by end Feb, see

https://ttlc.intuit.com/community/taxes/discussion/re-error-this-import-was-unsuccessful-when-import...

see also

https://ttlc.intuit.com/community/taxes/discussion/import-from-charles-schwab-success-we-got-your-tax-data-you-can-now-return-to-turbotax-but-no-data/00/3777774

Level 15

It may be because you are gong to get an updated/corrected tax form from Schwab. Charles Schwab recently sent out emails notifying some customers that they would be receiving a corrected tax form. The notification indicated that this would result in receiving an error message when attempting to import tax information into tax preparation software. Below is an example of what they sent out.:

We’re reaching out to let you know that you’ll be receiving a Corrected Form 1099-B for your account(s) ending in: xxx.

You may have received an error message when attempting to import your tax information into a third-party tax preparation software. (Downloaded CSV files may also show incomplete information.)

To avoid filing with incorrect data, please wait for your Corrected Form 1099-B before submitting your tax return.

What to expect next:

Corrected 1099-B forms will be issued on or around February 27, 2026.
You will receive a notification when your corrected form is available.
Once available, you will be able to import your updated tax information into your tax preparation software.

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