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Last year i was able to import my tax forms from Schwab. This year it says something unexpected happened and we cant connect to Charles Schwab & Co., Inc. Why?

It made me link my account and all and Schwab shows that it is linked.
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Last year i was able to import my tax forms from Schwab. This year it says something unexpected happened and we cant connect to Charles Schwab & Co., Inc. Why?

When I try to import from Charles Swab it says the documents won't be ready to import until Feb 14 for all 1099 forms.  

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Last year i was able to import my tax forms from Schwab. This year it says something unexpected happened and we cant connect to Charles Schwab & Co., Inc. Why?

Although you might be able to view or print your information from the website, most banks, brokerages and other financial institutions do not have the data formatted for import into tax software before sometime in February.  So if you are wanting to enter it sooner, you have to key it in by hand.   Or….wait until it is available for import.

 

If you want to enter it manually, click the option that says “I’ll type it in myself”

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

Last year i was able to import my tax forms from Schwab. This year it says something unexpected happened and we cant connect to Charles Schwab & Co., Inc. Why?

It shows that i have a consolidated document and i have opened it to look at. 

It looks like this:   TAX YEAR 2024
FORM 1099 COMPOSITE
& YEAR-END SUMMARY

Last year i was able to import my tax forms from Schwab. This year it says something unexpected happened and we cant connect to Charles Schwab & Co., Inc. Why?

I will wait till later in February and try again

 

Last year i was able to import my tax forms from Schwab. This year it says something unexpected happened and we cant connect to Charles Schwab & Co., Inc. Why?

if you can open it and read it it's a PDF not the special file needed for import which is unreadable. PDFs are usually available much sooner like a 1/2 to a full month before the import file is ready. you can not import from the PDFs. 

 

Last year i was able to import my tax forms from Schwab. This year it says something unexpected happened and we cant connect to Charles Schwab & Co., Inc. Why?

When I try to import from Charles Swab it says the documents won't be ready to import until Feb 14 for all 1099 forms.  

Last year i was able to import my tax forms from Schwab. This year it says something unexpected happened and we cant connect to Charles Schwab & Co., Inc. Why?

Thanks for your reply. My assumption was that if the PDF was available, the file that turbotax was using is also available. It was not obvious on Schwab if this data was ready. I am sure what you are saying is true and it is not ready yet.

Last year i was able to import my tax forms from Schwab. This year it says something unexpected happened and we cant connect to Charles Schwab & Co., Inc. Why?

I did not see this from my vantage point. I am sure this is my issue. I just get some odd message at turbotax.

Thanks for sharing

Last year i was able to import my tax forms from Schwab. This year it says something unexpected happened and we cant connect to Charles Schwab & Co., Inc. Why?

FYI, When i tried to import today, instead of some innocuous error message, I got something more informative about they will be available on Feb14. Your reply nailed my issue. I wasted a lot of time on Schwab's and Turbotax's websites  trying to figure out what was wrong.  Thanks!!!

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