Failed to import Charles Schwab Data

Forum|Forum|3 months ago
February 13, 2026
3 replies
0 views

It's the first day that you can import Charles Schwab data into Turbo Tax. After I entered the Schwab password, the Edge browser indicated that the import was successful, see the first screen shot. But then TurboTax complained that the import was unsuccessful, the second screen shot. I've tried many times and there's no way to enter the data manually - way too much!

SteamTrain

Level 15

@jghuang

It is possible that you said NO to allowing a strange poo-up

And that NO in the strange Pop-up screwed it up.

Tons of others said NO and resulted in the same thing for other brokerages.

Some help discussions on how to reset the browser so that it allows intuit to access to your device.. (Works for Vanguard and Fidelity...don't know about Schwab)

____________________________

A comment just above what first displays in the following post (but read thru the various other comments too):

Solved: Re: Importing Brokerage data does not work

and here:

Solved: Re: vanguard brokerage update is available from Vanguard but not on turbo tax

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

jghuangAuthor

Level 3

That's not my case. First, I do allow pop-up and redirects, see screen shot. Second, I had no issues with Vanguard. Finally, I had no issues entering Schwab login/password and got the import success pop-up.

SteamTrain

Level 15

@jghuang

Nice to know.....Schwab is having issues beyond what Fidelity and Vanguard users are experiencing.

___________________

I tried...but apparently it's something else for Schwab.

Maybe someone will post a Schwab-specific solution over the weekend..or next week.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

CD90

Level 2

exactly the same problem

DNA009

Level 2

Facing the same problem. It says successful on schwab website but Turbotax fails.

Hopefully is fixed soon. If I have to mail in my 8453, it defeats the purpose of Turbotax for me.

Mike9241

Level 15

When you return to TurboTax after the successful message, is there a blue box that says "import now"? If so, you must click it for the import actually to happen.