You can consider the following solutions, which have worked for some customers:
- Sign in to your brokerage account and confirm you have enabled third-party access to your account information.
- Change your password for your online brokerage account, then sign back in to TurboTax and start the import process again using your new password.
- Double-check that you're entering the right credentials on the import screen. Depending on your institution, you could be asked to enter any combination of username and password, fund number, account number, or document ID number.
- Check with your brokerage to see if you need to be enrolled in online access in order to import.
- If you're using TurboTax Desktop, make sure your program is up to date.
- When signing in to your brokerage account from TurboTax, try entering two extra characters at the end of the password, then delete the extra characters and press enter.
- If your import issues are specifically related to your Schwab account, these instructions might help.
Finally, if you're still not able to import your 1099, you can always enter it manually. Select Type it in myself and proceed.
TurboTax FAQ: What if I can't import my 1099?
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