CAN'T IMPORT FROM SCHWAB

Forum|Forum|3 months ago
February 24, 2026
4 replies
0 views

I see a lot of people are having issues with importing their 1099's from Schwab. today is 2/24, i'm looking at my schwab account and i see the 1099 tax form, but Turbotax keeps saying there's nothing to import. Does T/T read these posts? really need someone from T/T to tell us why this is happening

rtom218443

Level 2

I agree with you 100% I found exactly what you have found. T/T is not responding. What they had offered to others was pretty useless. T/T needs to provide an update to their software.

MichaelJG

Level 2

I tried to download 1099s from two Schwab accounts today.

1. Login to Schwab: Successful

2. Select two of the four accounts: Successful

3. Download: Successful

3. Confirmation of forms to import: Fail

Account #1

1099Div - Present

1099 Int - Missing

1099B - Missing

Account #2

1099Div - Missing

1099int - Missing

CatinaT1

Level 15

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:

Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL.
Find Local Network Access in the dropdown menu.
Toggle the switch to ON.
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:

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

BarryK123

Level 4

My Schwab 1099s were originally sscheduled to drop on 2/27. The PDF appeared on 2/24, but the XML and CSV versions haven't appeared yet. This means Schwab has not yet completed the document process. Give it a few more days and try again. Patience, grasshopper 🙂

MichaelJG

Level 2

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

I can see just today that the files are ready because I now see XML /CSV files in addition to PDFs

RichInPitt

Level 5

I posted this in another discussion

"Schwab had told me on the phone that it would be available on the 27th. It may be available in pdf but they need to do file format conversions to make it importable.

I saw that mine was available today and successfully imported -DIV, -INT, and -B forms, in addition to the -R that was available a while ago.

Note that typing in "Schwab" for the import will give you two options, or at least it did for me. The second one had the correct forms to import. The first has some placeholder forms with $0.00 amounts. "