Import from Schwab results in "Login is temporarily unavailable"

[msfuller33]

SBOX and others, thank you so much for documenting this defect in the 2021 TurboTax software, I was getting really frustrated with the continued message you reported TWO WEEKS ago!  I am using the PC version installed from Disc on a new Dell laptop and TTax has been auto-updated as recently as today. It still gives reported error:

"Login is temporarily unavailable. Please try again later or call customer support."

Like the others here, I made sure I could login with same credentials at Schwab, to be sure there were no basic problems or NEW prompts at Schwab that might not be anticipated at TTax.  Still wondering if dual authentication prompt on a Schwab account might be omitted in the TTax app.

Like several here, reported it to Intuit Support and they did NOT ask me to do the workarounds as they've probably noticed those obvious workarounds were not helping folks. They did take my problem seriously and said they are working on it now. They promised to email me when there was a fix in place. They realize that for the many who have called Support, there is no manual workaround and it needs to be fixed ASAP.  Maybe after 2 weeks of troubleshooting their software Dev team realizes there is a defect in the import which has to be fixed. Like many of you reported, this feature has worked faithfully for many years, so hopefully they can isolate what has happened recently that would break their code or to not align with Schwab code. I am going to escalate it with Schwab too, as some of you have, as this is very disappointing and a complete hard-stop to being able to do taxes that involve bank/investment imports. VERY disappointing but hopeful now that Support understands severity!

MF 

[HeatherPLO]

@turtle924

@BLR5

What version of TurboTax are you using? Also, are you using Windows or Mac?

[BLR5]

@HeatherPLO @turtle924 

Turbotax Home and Business 2021 on a PC with Windows

[msfuller33]

WIN 10 on Dell (IBM PC)

TTax WinPerRel [phone number removed]

Installed from CD and all updates applied today

[msfuller33]

Trying that again, your website removed my version number thinking it was a phone

TTax WinPerRel : 021 Version 000  0491  from disk and updated

[BLR5]

@msfuller33 
I decided in desperation to try import only the 1099-B from the 1099-B section after selecting "add more sales" (instead of trying to import 1099's from the file tab, from the other 1099 sections, or right away in the 1099-B section) and it worked.  It imported all 1099 documents from Schwab when I used import with Schwab doing it that way.  No idea why.

[msfuller33]

Thanks BLR5 for the tip, testing out the File menu Import drop-down like you described and noticing that on the TTax Community chat there's also some comments about this being a known problem when you ask the program to "guide" you through the income section. I am going to try doing it without the Guided feature, to select which Income sections I want to work on to see if that works around the defect. Glad you mentioned which product you were using, I gave my version but failed to mention its the TTax Deluxe home version for me..... comes with Deluxe headaches and delays. Disappointed in the lack of regression testing of this most basic import feature that has stopped so many customers from being able to use the program.

[msfuller33]

The workaround of restarting the TTax Program without going into the Guided steps for income seems to have resolved the Income import issue for me. When I selected to do the Income sections one by one (unguided) and imported the broker dividends. it suddenly accepted my Schwab credentials and asked me to select which accounts to import after connecting to Schwab.

Once that was done, the import went as designed and let me specify which accounts should be imported into our 1040 form. Big relief, still feels like software defects need to be fixed, that was a mess and took hours of my time and others on this thread to try every workaround. Painful delays and could have been avoided by proper software testing.

[88notes1]

I am having the same trouble logging into Schwab whether I do manual or guided.  Just on the phone to TurboTax Support and they are not even aware of this issue.

[GES3]

Following up: This finally worked for me a few days after my original post. I didn't change anything, it just happened to work.