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btmacdou
New Member

No connection to "Schwab Workplace Retirement" site....

I had to create this post because there is no way to provide direct feedback to TurboTax any other way.  I hope the Intuit employees that monitor this blog can forward feedback and suggestions....

 

I have a Schwab retirement account.  It is held by the "Schwab Workplace Retirement" site:

The login URL for that site is:  https://workplace.schwab.com

 

However in TurboTax, there is only once choice for importing Schwab documents and that is a different URL:

https://sws-gateway.schwab.com

 

So I am unable to successfully log into my Schwab account to import tax documents....

Please pass this to someone who cares! 

 

Thank you.

 

 

 

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