CAN'T IMPORT FROM SCHWAB

[aparsons70]

here we are at March 29, and I STILL cannot get my Schwab accounts info to import into TT.  VERY frustrating. ALso, in reading some of these tips from "Employee Expert", I do not see the icon at top left of browser bar where they say I should be able to find "Account Access". All I find is the icon for "View Site Information".  When I click on that I do not see anything resembling "Account Access". WHy hasn't TT fixed this, it has been months already and we are getting down to the deadline!  I need this to work! Helllp!

[MichaelJG]

Are your using online or desktop version?

[MichaelJG]

when you look at Schwab are your tax documents available in pdf and csv formats?

[LeticiaF1]

Here are some more troubleshooting ideas for you to import your 1099 forms:

• If prompted to connect in a browser, click the shield icon to the left of the URL and disable Enhanced Tracking Protection
• Clear cache/cookies, then try the import again
• If importing from Schwab or TD Ameritrade, remove special characters from your password temporarily, as they can cause authentication issues
• If the import is over 4MB or contains excessive transactions, it may time out; switch to manual entry
• Temporarily disable firewalls or antivirus software, which can block connection to broker servers
• Check for Duplicate Files: If you receive a "duplicate installation" error, delete one of the instances
• Ensure your document ID from the broker has the correct number of characters

You could also enter your information manually, follow the steps below and select Skip Import.  Then follow the remaining screens to manually add your 1099-B data.

1. Go to Federal, then Wages & Income, then Investments and Savings
2. Select Revisit next to Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B)
3. If you see Did you sell any of these investments in 2025?, select Yes. If you see Your Investment summary, select Add more sales
4. Select Stocks, Bonds, Mutual Funds and Continue
5. Type the name of your financial institution in the search box, select the appropriate financial institution name, and select Continue 

You can use your summary of transactions separated by the short term and long term holdings based on how long you have held the investments. This is acceptable to the IRS and you have the detail to keep with your tax return files should they request them.

@aparsons70 

[aparsons70]

There is NO shield icon on the URL, left or right side.

Entering manually for a complicated 1099-B (with DIV and INT and sales) from Schwab is not an option for me, it is way too complex. I need to trust that TurboTax is getting it right.

[aparsons70]

 looking at a pdf. I don't know what form they are in for import into software like TT.

[MichaelJG]

1099 Dashboard

When you look at 1099 dashboard on Schwab you should see the various formats for the documents.  TT uses CSV files.  If CSV files are not indicated you will not be able to import from Schwab