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Level 2

Question

Charles Schwab import not working

Forum|Forum|1 year ago
February 19, 2025
13 replies
0 views

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.

TurboTax Home & Biz Windows

KE149

Level 2

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???

ptadolini

Level 2

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.

MarilynG

Level 15

I was having the same issue with DA Davidson in Chrome. CatinaT1's suggestion to look at the Local Network Access setting did the trick. Toggled that on and worked.

What error are you seeing when you try to import? Try switching to Chrome, use an incognito window, and clear Cache and Cookies between attempts. Did you change the LAN setting?

@rloy58

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farkhodi

Level 2

Update: Worked today 2/16/2026 on Edge - Chrome is still not working.

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

Splatman

Level 2

I cannot import. Schwab site shows the accounts linked.

Splatman

Level 2

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

Level 2

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.

farkhodi

Level 2

Worked today 2/16/2026 on Edge - Chrome is still not working.

yesgenesis

Level 2

Chrome is definitely the problem. When I changed my default browser to Edge I got prompted about whether I want to link the information to another app. Once I approved the import went through just fine.

rloy58

Level 2

I have made multiple attempts today (Edge browser) with no success. I have turned off my web protection and still no joy. It brings the account number and no data. I've been with TT for decades but this is a dealbreaker.

budabunch

Level 2

How can something so simple be failing. We buy this expensive software to automate and reduce manual entries. Ridiculous! Each year my frustration w/ Turbotax is reaching the point of diminishing returns.

Still not working! Import has been available from Schwab since Feb 14.

ptadolini

Level 2

I got it to work on the 16th. After my accounts were linked I got a pop up asking if Intuit could access other Apps. I responded "Allow" and everything worked!

Brainsprain

Level 2

Im not getting that far. When I click edit it goes to the screen where there are the four boxes. If I click on the appropriate one, the system goes straight to manual. TT tech is ignoring the issue. Schwab doesn't seem aware of it. But it is clearly a bug in TT. It would be nice if they would let us know if they are even trying to fix it.

CatinaT1

Level 15

Some have received a message from Charles Schwab saying downloads would be enabled on Feb 27th.

If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.

To fix this you need to allow TurboTax to securely retrieve your data through your browser settings:

Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL.
Find Local Network Access in the dropdown menu.
Toggle the switch to ON.
Refresh the page and attempt your import again.

If permissions aren't the issue, one of the following factors may be at play:

Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements.
Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back.
Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.

Helpful TurboTax Articles:

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