Charles Schwab import not working

[anontt123]

Even if one has mixed lots  of ESPP and ISO and cost needs to be adjusted for each lot?

[peterd4337]

Trying Thursday on Mac.  Updated Local Area Network access for TT 2025 to allow.  Note that this is in Settings > Privacy and Security.  Updated Safari to allow popups and disabled content blockers.  While the import states that it ran successfully, it didn't pull any data.  I also checked the CSVs and XML files that were out on Schwab and they appear to be complete.

Leaning towards changing the default browser (currently Safari) to see if that yields more success.

[Keneng]

Today Schwab 1099 PDF, XML and CVS finally displayed. Logged into TurboTax and imported Schwab files without issues. For future, the 3 formats have to be available before importing into TurboTax.

[peterd4337]

For what it's worth, I had no success with Firefox or Brave on Mac.  

[anontt123]

strange that I've all 3 formats available for days but the lots are missing in CSV/XML and still nothing to import. Sigh. I hope they're doing this in batches and my lots will eventually appear.