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Can't import 1099 from Charles Schwab in 2023 Turbotax Desktop

I am using Desktop Turbotax 2023 on a PC.  I have successfully imported 1099s from other brokers.  When I try to do it from Charles Schwab, it first says "We'll open a tab in your default web browser to get started with your Charles Schwab & Co Inc import.  Select OK to continue".  I hit OK and it opens a new browser window on Schwab.  I go through the process to select my account I want to download.  On the browser, it then says "Connection complete!" and "Success!  We got your tax data.  You can now return to TurboTax." 

 

But, nothing happens after this.  If I hit the "Continue" button on Turbotax, it starts the whole process over again.

 

How do I import my 1099s from Schwab? 

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Accepted Solutions

Can't import 1099 from Charles Schwab in 2023 Turbotax Desktop

I figured out the problem.  My default browser is Brave.  This has various pop-up blockers and other "shields".  After I turned off the Brave Shields, I tried the import again and it worked.  It seems there is a step where the browser is used to transfer date to the desktop and this must have been blocked by the Brave Shields.

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3 Replies

Can't import 1099 from Charles Schwab in 2023 Turbotax Desktop

Same issue here

Can't import 1099 from Charles Schwab in 2023 Turbotax Desktop

I figured out the problem.  My default browser is Brave.  This has various pop-up blockers and other "shields".  After I turned off the Brave Shields, I tried the import again and it worked.  It seems there is a step where the browser is used to transfer date to the desktop and this must have been blocked by the Brave Shields.

Can't import 1099 from Charles Schwab in 2023 Turbotax Desktop

Thank you! You saved my life - I was about to have a stroke screaming at TurboTax 😉

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