I am having the same problem that others are reporting but I can add a few details.
(1) I am trying to amend a return from 2020. Using the original CD, (Home/Business) I was able to download from Schwab for my original filing.
(2) Now that I am trying to amend, and have updated the software, I can no longer download.
(3) I do not have third-party access recorded with but Schwab but am told that I do not need it. Schwab is an Intuit tax partner so I this should be worked out.
(4) Like others, I can select Charles Schwab as the brokerage on the list of tax partners but when I select "continue," I never get a dialog box that allows me to enter my credentials. Like others, I have no problem obtaining a box for credentials when I select a different tax partner for 1099 info.
Has a solution been devised to this problem for the years that are affected? It seems like a good number of people are wasting a good amount of valuable time because of this problem. I would love to have it fixed.
If you are amending Schedule D/8949, you'll have to make the changes using EDIT/UPDATE.
If you are not amending that aspect, there's no reason to import financial data a second time.
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