import fails

I just had the same error trying to import from Schwab. I have never had issues in 12 years using TurboTax + Schwab. Following to see if anyone has an answer.

I'm getting the same error trying to import from Schwab

I have the same error here as well.  I tried a couple times and made it past to the Schwab login screen, but then got a notification that "Login is temporarily unavailable".

Same failures trying to import from Schwab.  

I have the same problem with Schwab

I tried again.   This time I got to the Schwab login page.  After login and agreeing to terms, etc, I received the following:

I tried again and it finally imported.

Yep - seeing this unhelpful message no matter what I do.  Been trying to import for 2 hours now...

Glad to see others have had better luck, give me hope, but is this another one of those things that only works at 2am?

@JohnD-SanDiego

For further assistance with this, please reach out to us directly using the Help Article here.

thanks Heather.  

Estimated wait time 10-15 min, after arguing with the robo operator that the issue was Schwab download, not TurboTax download and not being able to get that context or message through.

Using these basic capabilities should not be this frustrating...

When that happened to me, I went in, changed my Schwab password, then logged out of TurboTax, logged back into TT/Intuit and I was able to connect the two using my new password. I don't know if that will solve it for you or now, but it did for me. Good luck!

Heather - How does one go about getting a refund?

I've spent more time trying to import from Schwab than it normally takes to do my taxes.

On the phone with TurboTax support who was not even familiar with Schwab - 30 minutes wasted.

Scoured the web and it appears there are MANY others facing the same frustration.

I think it's time to pull the plug and try HRBlock. The ONLY reason I bought TurboTax was to import and not manually enter my data, seems that's not possible.

I purchased on Amazon and the return window is closed - even though today was the 1st day to download. Not cool.

JohnD - if the problem is on Schwab's end - and it looks like it is - switching to HR Block isn't going to help.

Have you tried our FAQ How can I fix my 1099 import issue which is specific to Charles Schwab accounts?

If that doesn't work for you, See our FAQ on how you can enter a large number of transactions into Turbo Tax.

@John-D-SanDiego

Same issue here. Hope they fix it soon.

I get that same message.

JP Morgan Securities was added today.  To proceed, you need to click "Get Your Activation Code" on the bottom yet that is not something you can click but only words.  Design flaw?

I just had success finally importing the documents after many attempts that failed. Not sure if it will work for all but worked for me the two times I tried.  Once at the point of importing the documents, rather than using their page that pops up saying “let us enter your investment sale info”. At the screen asking if you received a 1099, I went to the “File” command in the header and chose the import tab there. Then followed the screens as normal.  Not sure if it’s a bad link inside the program or something. This was on a MacBook if that has anything to do with it as well.

Lucky you!  On a mac too, it doesn't have a clickable icon for the "generate access code" still so I can't use your clever workaround.  TURBOTAX PEOPLE - help?

For further assistance with this matter, please reach out to us directly using the Help Article here.

I'm having the same problem too.  I called both TurboTax and Schwab, and they said the same thing:  "it's a known problem that affected all Schwab customers on Friday, and now only Mac users are still affected by the problem".  They hope to have it resolved the issue resolved in the next day (or so).

@mamatriagain2 I'm using a Mac and it is still not working for me. Have you gotten it to work?

Yes, mine works now!

@mamatriagain2 Did you have to do anything or did it just suddenly start working?