2026 Importing from Schwab unsuccessful

[Rhone07]

I am trying to import data from Schwab and get the message "This import is unsuccessful." Anyone else having this issue and know a workaround beside manual entry?

[CatinaT1]

Some have received a message from Charles Schwab saying downloads would be enabled on Feb 27th.

If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.

To fix this you need to allow TurboTax to securely retrieve your data through your browser settings:

1. Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL.
2. Find Local Network Access in the dropdown menu.
3. Toggle the switch to ON.
4. Refresh the page and attempt your import again.

If permissions aren't the issue, one of the following factors may be at play:

• Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements.
• Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back.
• Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.

Helpful TurboTax Articles:

• What if I can't import my 1099?
• How can I fix my 1099 import issue?
• How do I import my 1099s?
• How do I enter a large number of stock transactions in TurboTax?

[Rhone07]

This does not resolve the issue. I tried it with three different browsers: Edge, Firefox and Norton Private Browser. 

[Rhone07]

Like to update my response. I now see an email from Schwab that a corrected Form 1099-B on February 27. I will retry the download at that time and update.