Failed to import Charles Schwab Data

[jghuang]

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]

@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)

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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

[jghuang]

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]

@jghuang 

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

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

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