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charles Schwab 1099

Got up at 4 AM EST and import worked perfectly first try...seems the Schwab servers were overloaded...now its time to pay Uncle Sam!

 

charles Schwab 1099

Why in the sam hell would you make such a major change in the start of tax season.

 

This is unreal.

charles Schwab 1099

Do you get a resolution to the blank "Bank login" screen for Charles Schwab 1099 download?

charles Schwab 1099

I just tried and im still getting the error message.......i went thru Google Chrome.....any suggestions?

charles Schwab 1099

Tech support had me try running the TurboTax application as an administrator and also changing my screen resolution to 800 x 600. Still a blank "bank screen". They want me to go to TurboTax on-line and re-enter everything.

 

bbtax1
New Member

charles Schwab 1099

cannot import into turbo from Schwab. tried multiple times.

my settings in schwab are ok'd for third party access.

other big firms import worked 

either Schwab is over loaded (I'll try later at midnight)

or turbotax is not setting up the new window to log in to Schwab

charles Schwab 1099

I tried changing the screen resolution. The bank login screen looks like it should but doesn't allow me to enter information.  I guess my next try will be late tonight.

 

charles Schwab 1099

I tried both of these ideas with no luck. 

CarissaM
Intuit Alumni

charles Schwab 1099

If you are unable to import the 1099, you can follow the instructions here

 

If you are still unable to import, you can follow the instructions here to manually enter a large number of stock transactions. 

 

If you need additional assistance, please comment below. 

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charles Schwab 1099

Same old regurgitated useless message. Thanks for nothing.

charles Schwab 1099

Just an update...time of night makes no difference.

charles Schwab 1099

I am also having this issue. The TurboTax "fix" does not work and continuing to post it raises my blood pressure. This is very frustrating. Schwab tells me its a known issue and they have been trying to get Turbotax to acknowledge and resolve with no response

charles Schwab 1099

I have tried everyone's suggestions for importing 1099 info from Schwab with no success. I just talked with a Schwab tech rep who told me Schwab is aware of the problem and they are working on it. No date for a resolution, unfortunately. 

drminor
New Member

charles Schwab 1099

I have same problem. And when I ask it to download 3 documents it downloads only one or not at all

rdhenne
New Member

charles Schwab 1099

Yes, I had problems too.  I kept trying and it finally went through and asked me for my phone code.

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