charles Schwab 1099

[rdhenne]

Mine went through on my 5th attempt same day.  I hope I don't have to repeat it for 1099int and 1099div etc.

[pkeery]

Turbo Tax is going to the Schwab bank login instead of the schwab.com login. 

[pkeery]

Just talked to Schwab people.  Turbo Tax for some reason is pointing us to the Schwab bank login instead of Schwab.com login.  They are not connected (2 different accounts).  Turbo Tax needs to give us the option to login to schwab.com.

[AkinaLO]

If you need to discuss this issue, please contact customer support through the link below. 

What is the TurboTax phone number? - Intuit      

@pkeery

[kansasfiler]

When I try to import my Charles Schwab 1099, the "Bank login" screen is just blank. I think there is something there though because my cursor will let me click on parts of the blank-ness. Any ideas how to fix?

[AkinaLO]

Have you tried to adjust your screen resolution? Please refer to the following FAQ.

Troubleshoot blank screens, missing buttons, or ... - Intuit

You can also contact support for assistance. 

What is the TurboTax phone number? - Intuit   

[MickMeck]

I already had third part enabled. 

[ebh]

I don't know if this will be helpful for folks, but i finally had success after encountering 2 kinds of issues.  

Issue 1:  Initially, TurboTax kept trying to open the window for logging into Schwab, but would only show a complete blank window.  I noticed that if I changed my resolution while it was open or sometimes simply move the window a little, it would display the expected username and password; however the screen was not able to be used.  it was completely locked up so i couldn't type into the field.  I actually tried working through phone support, but they gave up and couldn't help.  So, thinking maybe it had to do with the graphics of my laptop, i installed Turbotax on a second laptop and tried again.  I didn't have the blank window, but I did run into the next issue:

Issue 2: After keying my Schwab credentials into the login window, the response back was that login was temporarily unavailable.  I tried it repeatedly but kept getting the same error.  Finally, i put in a fake user ID and password to see if i got a different error, and i did, stating that the credentials were bad.  So i went back to trying my real credentials one more time, and this time immediately after the bad credentials, it actually prompted me to pick the accounts I wanted to import, and it continued on and actually imported them.  I'm not sure if this was random luck or if somehow having one bad password attempt allowed it to behave differently.  

Good luck!  This was too hard this year.

[mfrankel298]

Same problem for me. No fix from TT

[rsswyter]

I still have not been able to download my information.  One thing I HAD NOT done was close TurboTax (I use the download version, not the online version) and open again to actually get any updates.  I have now the March 2, 2022 update and things seemed to have gotten worse, not better.  One thing has changed.  The software did not require me to login into my INTUIT account first like it was doing before as a first step.  It takes me directly to the screen with the Schwab login.  Before I would enter my login ID and password and if it was right, I would take me to the consent page where one has to click in one box at the end.  Then, after hitting return, it would show me the "login unavailable at this time".  Previously, if I had made a mistake in userid or password, it would not take me to the screen.  Currently, after entering the credentials, it gives me the "login unavailable at this time" message.  There is change in what the software is doing but not productive change to allow me to access my data.

I tried changing the screen resolution and that did not work either.  I work with two monitors and disconnected one in the hopes maybe had something to do with it to no avail.

[rje79]

I tried everything listed above to no avail.  It literally took about 50 tries to get connected to Schwab.  I FINALLY connected and downloaded my 1099's.  Have patience and try connecting later at night or early in the morning.  It's clearly a problem that needs to be resolved either by Schwab or Intuit, or both.

[catnanny]

Thanks for these suggestions! Issue 1 was resolved by installing TurboTax on a different computer (even though the screen resolutions were the same).

Issue 2 went the same way yours did except I had to go back and forth numerous times with invalid and valid login credentials. Just as I was giving up except for one more try, it worked. 

You are right, it's way too much work!

[JFAnSC]

Issue connecting to Schwab still there. Yo Turbotax, when will this be fixed so I can download my 1099? If you are going to continue to have these issues, perhaps you should consider an alternative method, like a download next year.

[DragonsLair]

I might have found a SOLUTION!!!  When you go to Schwab's passwords page - now called the "Security Center", scroll all the way down to 3rd party access.

https://client.schwab.com/clientapps/access/securityCenter#/main/epass 

I had a previous link to "Intuit" in there.  If you click on the "Stop Linking to All Accounts" link and click Save, it will remove the link to Intuit.  Then try to connect with TurboTax again.  It will go through the entire process, from login to 2FA, it will let you select the accounts and then you are sent back to the username/password login screen with an error.  However if you refresh the Schwab page, you will now see that "TURBOTAX" and NOT INTUIT is now linked to the account.

Once you get there, close all the TurboTax windows and CLOSE TURBOTAX ITSELF.  Then relaunch TurboTax and it will bring you right back to the first step of connecting to Schwab.  Login and you should get to link your accounts and get to the final screen which has a button "Go back to Turbotax".  Then like MAGIC, you will get to the actual Import screen in TurboTax (not in the pop up window) and will be able to import your 1099s or whatever documents are on there.

I know how frustrating Intuit can be sometimes, but there is always a way.  They just give you canned answers that never help.  What all this means is that Intuit changed their authentication because last year it linked with Intuit, which gave the info to Quicken, Mint or any of their other platforms.  Turbotax now seems to need its own link, so a pre-existing Intuit link breaks the link for TurboTax.  Hopefully this helps some of you this season!! 😁

[Stank3401]

I don't see were it shows the linked apps.