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Hello, Charles Schwab is not showing up as an option for selection to import from in the "Search for Your Financial Institution" list. Can you Assist?

 
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Hello, Charles Schwab is not showing up as an option for selection to import from in the "Search for Your Financial Institution" list. Can you Assist?

1/26/2019:

ADDENDUM:  It appears this has been fixed early.  Charles Schwab is present again.

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This is a known issue in the desktop editions. We have been told by TurboTax that it will be corrected, but that Charles Schwab likely will not appear in the list until the importing of Schwab documents is turned on, which is currently scheduled for February 2.

For any online users, it is showing up as usual in the Online product.  This is a desktop TurboTax issue (CD/download).



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2 Replies

Hello, Charles Schwab is not showing up as an option for selection to import from in the "Search for Your Financial Institution" list. Can you Assist?

1/26/2019:

ADDENDUM:  It appears this has been fixed early.  Charles Schwab is present again.

****************************

This is a known issue in the desktop editions. We have been told by TurboTax that it will be corrected, but that Charles Schwab likely will not appear in the list until the importing of Schwab documents is turned on, which is currently scheduled for February 2.

For any online users, it is showing up as usual in the Online product.  This is a desktop TurboTax issue (CD/download).



Hello, Charles Schwab is not showing up as an option for selection to import from in the "Search for Your Financial Institution" list. Can you Assist?

@reach.david   You should have Charles Schwab in your import list again.  Looks like it was fixed early.

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