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zg2
Level 2

Can't import from Charles Schwab

I can't connect to my Charles Schwab account. Whenever I click "Continue" in the connection screen, I got an error "This import was unsuccessful". 

 

Screenshot 2024-02-19 at 10.41.05 AM.png

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5 Replies

Can't import from Charles Schwab

what browser, are yu using. did your account come from e-trade.   contact schwab's Turbotax support. 

 

Can't import from Charles Schwab

I've seen a couple people with similar issues, who have their computer's firewall setting set too high.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
zg2
Level 2

Can't import from Charles Schwab

I am using the download version on mac. 

 

Does Schwab have specific line for Turbotax support? I called but they asked me to contact Turbotax

zg2
Level 2

Can't import from Charles Schwab

I am using mac and I don't think I have set up firewall. 

CatinaT1
Expert Alumni

Can't import from Charles Schwab

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