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Cass0317
Intuit Alumni

I have the correct login for charles schwab, but it Turbotax says its not working. Can't download tax info. Need help.

For assistance with a blank screen and importing from Charles Schwab, please see the TurboTax FAQs below:

@murielneil

I have the correct login for charles schwab, but it Turbotax says its not working. Can't download tax info. Need help.

I can't down load info from my Charles schwab investment account for tax year 2021.

thanks for your help.

rf

EbonyA
Intuit Alumni

I have the correct login for charles schwab, but it Turbotax says its not working. Can't download tax info. Need help.

What is the specific issue that you are experiencing upon attempting to import your documents from Schwab @Rodney-C-Fong.

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mar6tha
New Member

I have the correct login for charles schwab, but it Turbotax says its not working. Can't download tax info. Need help.

i cannot get my 1099 from Schwab transfered to my Turbo Tax account

Ebony A
Intuit Alumni

I have the correct login for charles schwab, but it Turbotax says its not working. Can't download tax info. Need help.

What happens when you attempt to import - any error messages? @Please review this thread in the interim@mar6tha.

I have the correct login for charles schwab, but it Turbotax says its not working. Can't download tax info. Need help.

Why the tax information is not shown on the return?

I have the correct login for charles schwab, but it Turbotax says its not working. Can't download tax info. Need help.

It works OK on a PC.

Last year it wouldn’t work on a Mac.

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