Import from Charles Schwab "Success! We got your tax data. You can now return to TurboTax." but no data in TurboTax Delux Desktop

[TDDave]

I am using Microsoft Edge browser and the import process from Sharles Schwab apears to work with the message "Success! We got your tax data. You can now return to TurboTax." but when I return and select continue, TurboTax just tries to do the import again and there is no sign of the 1099 data. I have seen other similar questions but they seem to be having issues with different browsers. This has always worked with this same Schwab account in the past. I have tried rebooting and it does the same thing.  Any help is appreciated.

[A-Bear]

Windows Desktop Premiere

Same problem. Spent an hour on the phone with TT Support. No resolution. They are mainly knowledgeable with TT Online and not Desktop. Been using TT for 20+ years but first time I have hit this issue. Hoping for a solution soon. My Schwab PDF files are there, but the TT/Schwab link is broken somehow. Tried with both MS Edge and Chrome.

[TDDave]

I got it to work in newly installed Chrome browser set as default. I noticed a popup asking for permission to allow access to other devices and I allowed it. I think I blocked it in Edge and can not find a way to unblock it. Wishing you the best luck!

[baldietax]

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 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...

[A-Bear]

LOL. Right before your email,  I found a post that addressed the Chrome setting you refer to. Made the change and got the import. Seems TT Support would have known about this. But at least I can now move to the next step.

Thanks.

[CD90]

A-Bear, so you are able to import 1099 from Charles schwab?

[user17713392179]

Have had the same issue, but ONLY with Schwab.  Imported W2, multiple savings and other investment accounts with no issue.  Also tried the "fix" and no change.   

Same version on desktop as OP.  Schwab confirms all the necessary permissions are in place and the issue is with TT desktop software.

[CatinaT1]

Some have received a message from Charles Schwab saying downloads would be enabled on Feb 27th.

If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.

To fix this you need to allow TurboTax to securely retrieve your data through your browser settings:

1. Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL.
2. Find Local Network Access in the dropdown menu.
3. Toggle the switch to ON.
4. Refresh the page and attempt your import again.

If permissions aren't the issue, one of the following factors may be at play:

• Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements.
• Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back.
• Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.

Helpful TurboTax Articles:

• What if I can't import my 1099?
• How can I fix my 1099 import issue?
• How do I import my 1099s?
• How do I enter a large number of stock transactions in TurboTax?

[thecrew11]

Thanks for the solution.  Making chrome the default browser and then selecting allow provided a working import.