Charles Schwab tax forms not importing in TurboTax

[HeatherPLO]

@sjlepine

Thank you for reporting your experience.  This is a known issue that looks to be resolved.  

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

[gsavadov]

I'm having the same issue as everyone else. However, the issue is only when I try to import 1099s from Schwab. Seems to work with other brokerage firms. I'm on a Mac. Called TurboTax customer service and they were useless. Didn't even acknowledge that there's a known issue. Very frustrating. Any suggestions?

[wideglidejrp]

Entering hundreds of Schedule D transactions is not a work around. The function is there to import them and it should work.

[wideglidejrp]

Yes, this is a Schwab problem. I talked to them today and they acknowledge it is their problem and they are working on it. I opened a case with them so if it is not fixed in another day, I will pursue.

[Speed-Racer]

I was so hopeful, unfortunately this change in password did not work for me.

I have also been trying multiple times throughout the day for several days.

I hope TurboTax gets this fixed.  Any indication on whether this is a Max OS X only problem?

[bej405]

It is not resolved because I just tried it.  This is a known problem and I would like this to be corrected. I spent money to buy turbo maybe you should refund me.

[Speed-Racer]

To be clear, this issue has not been resolved. 

[PAGolfer]

I have a Mac and I was able to download earlier today, but have not been successful since then.  So it seems to me that the issue is not specific to Mac.  What I find most frustrating, along with others, is that this issue only survived this year.  Never had a problem download in other versions of TT.

And having to resort to changing one's password is NOT a solution - which is what we all need and deserve!  Maybe the real solution is to use different tax prep software going forward.

[giblet_CA]

I'm having the same issue.  So frustrating to know that Intuit lobbies against tax filing reform so that they can force us to use their buggy, expensive software.

[giblet_CA]

@HeatherPLO   This 'workaround' doesn't work.   Fix this ASAP.

[SWKTT1]

Just talked with Charles Schwab (6:30pm PT 2/22/22).   They said they are aware of the problem and they are working with Turbo Tax now to resolve it.   They will email me on the update. 

I use MacBook pro with MAC version of turbo tax downloaded from Amazon.  I have no problem download 1099 from Fidelity.  But for Schwab, TT directs me to log in to Turbo tax and then opened up a Schwab log-in page.  But I could not log in from there.  It said "Login is temporarily unavailable..."   But I can log in from a web site.   I already allowed third party access in the Schwab account.  And tried changing password and reboot etc.  But no avail.   Hope they will resolve this soon.    

[PAGolfer]

I was able to log onto Schwab today and download/import all the information, without having to change my Schwab log-on credentials.  I did this on my Mac so I'm hoping that others have similar success and that this issue is resolved completely.

Pro Tip to TT: Start working on this issue now to prevent it from reoccurring in the 2022 version.

[SuzanneGy]

I am also having the same problem. I can not import my tax documents from Schwab.  I tried the pw change work around, but it still did not work (i.e. could not log in to Schwab). I am on Windows. 

Pleas fix as advertised. 

[wideglidejrp]

I tried again today. Got connected to Schwab, selected accounts from which to download, and then the Schwab connection was lost. Looks like Schwab still having problems.

[wideglidejrp]

Finally got connected and was able to download all of my 1099 info. It is not as smooth a process as it could be. Schwab has work to do to make this easier.