charles Schwab 1099

[Candycandy913]

It works now! I downloaded my 1099s from Schwab 3 days ago and it was easy! Try again.

[denathome]

3/09/22 still not able to import Charles Schwab 1099 data. If it is on their end seems like it would be easy to send out a notice about the problem. 

[HeatherPLO]

@denathome

If this still isn't working for you, please try to utilize the workaround posted on this thread here. 

You can also reach out to us directly using the Help Article here.  This ensures you will get to the correct department as quickly as possible.  

[restephe63]

I get the same issue.  Blank screen with "Bank Login" at the top.

HELP

[ssbb234]

I had the issue where I would click the 'Get Form' button to connect specifically to Charles Schwab and the pop up was a square screen that was completely blank. I have the desktop version of TT.  I had seen that others has mentioned changing your screen resolution, so I changed my resolution to anything other than what it was, then my PC said 'do you want to keep this resolution or revert?' I clicked 'Revert'.

Magically, now the blank TT screen was showing the login screen for Charles Schwab.  I had also seen someone say that if this happens you still cannot interact with this pop-up window, which was also true for me.  However, I blindly clicked into the Login ID box and typed my ID in.  The screen showed nothing, but if I did the 'change screen resolution, do you like it, Revert' "cycle" again, then the TT screen refreshed and I could see what I typed.

I was able to log into Charles Schwab, accept their Terms and Agreement, select which forms I want, and agree to connect these accounts to TT, and at _every_ step in the process I had to do the "cycle".  It did work for me and I was able to import information into my TT.

I hope this solution works for others, this was very frustrating.

[Armilito]

Has anybody found a way to connect with Schwab? Would love to hear how you went around the problem with connection. 

Thanks much

[Katina S]

There is a solution provided in this thread on page 3. 

@Armilito

[davemartin]

I've checked both sign in and password and it's not working. It's the Intuit step that's causing the problem

[Katina S]

We apologize for the inconvenience, please contact us at customer support so we can further assist you.

@davemartin

[sarah1101hart]

3/26/22 Still not working, TTax has no date of resolution, says to enter the Schwab transactions manually.  Did anyone find a workaround?

[sarah1101hart]

Hi.  none of the 3 TurboTax "help people" could solve this problem over the past week and it still doesn't work.  Is there an estimated date that this will work in TT2021?

[RockinMeme1952]

This was absolutely useless.

[reacheks-gmail-c]

I was having problems using my BRAVE Browser doing the 2022 Schwab 1099 import.  All the security checks were fine & even got the Turbo-Tax Green Check mark that the import was successful.  However no forms were imported.  

ANSWER:  It turns out that my BRAVE browser was blocking the import, perhaps I had a firewall setting on.  To solve the problem, I went into my Windows setting and set my default browser to Internet Explorer.  I started the Turbo-Tax desktop program and proceeded to import my 1099 files from Schwab.  All my 1099 reports were selected and downloaded (received the Green check mark) AND popped me back into the desktop Turbo-Tax program asking me to confirm/proceed w/ the import.  

I then reset my default browse back to the BRAVE browser.  All files imported successfully.  Problem Solved !

[Elinor]

I have the same issue with Fidelity... blank pop up window that TT has for claiming extra security.  I have a brokerage account that if i had to manually input all the robo sales, I would be covered in cobwebs.....

glad to know i'm not alone. 

wonder why march first is the hopeful day

[jhawk23]

I am having this same issue.  Blank screen.  No option to enter login info.