Charles Schwab import not working

[Ralph123x]

Clicked continue on desktop. It opened a new tab to login to Schwab account. I logged in and linked my account. I got the following message:

"Success! We got your tax data. You can now return to TurboTax."

I go back to TurboTax desktop, I'm still at the same screen. I clicked "Continue". It wants me to login again... However, once I login again, it's the same result.

Very frustrating... I have too many trades to import it manually.

[KE149]

I'm getting same message as of 2/13/26.  Also, the same for Fidelity and Computershare.  Says "Success" but nothing in Turbotax.  Tried the chat and that had no clue as to what I was asking.  Since the same problem is happening with multiple institutions (and big ones), most likely software glitch.  

Any idea of how to get someone at Turbotax to look into the program???

[MarilynG1]

This indicates that TurboTax is making the connection, but something is blocking the data transmission, although some institutions don't have the import-ready forms available yet.  

Here's some things to try:

• Make sure your broker accounts are 'third party enabled'
• Disable anti-virus/VPN while importing
• Use an incognito window
• Clear Cache and Cookies between attempts

@KE149 

[ptadolini]

I'm having the same problem with Charles Schwab.  Says it successfully connected and I can return to TurboTax but nothing in TurboTax.  Very frustrating.

[farkhodi]

I'm getting same message as of 2/14/26.

[Splatman]

I cannot import. Schwab site shows the accounts linked.

[Splatman]

I just spoke to Turbo Tax and Turbo Tax is set up to start linking outside institutions on FEB 15.  They said wait a day and the links should be able to be established.

[user17711814774]

Still not working for me midday on Feb 15.  Doesn't seem to be a problem with linking the accounts.  Seems more like a data transmission issue, either between Charles Schwab and Intuit or between Intuit and the TT application software.

[Splatman]

SUCCESS FINALLY ON 2/15/26. 

I tried repeatedly with Windows Edge running Windows 11. Loaded up Firefox and made it the default browser and it worked immediately. I tried over 20 times with edge . Something in the settings in blocking but I am not sure what it is. I also have the VPN TURNED OFF.

[KE149]

I was able to get it to work today, for all of my accounts.  There were shadow accounts with zeros that also came in, like duplicates.  I think remnants of last year that didn't link to this year.  I needed to clean it up manually.

So, it is working.  Just pay attention.  It's not as easy as past years, but still better than manual entry.

[CD90]

still not working