Import data from Charles Schwab problem.

[David723]

I noticed that, too, in my import, but when I looked at my TT return all the 1099 B transactions were there. The import summary showed $0 but it did transfer : import correctly. It’s another quirk to be fixed by TT 

[rlh5461]

Hi David723,

That is great news! I went ahead and clicked "Import" and like you said, the 1099-B data was imported correctly. Wow. What a relief. I didn't think to try importing it when I saw the $0 and no transactions on the 1099-B line. Thank you very much. TT should have let me know immediately when I called their help line.

[Lucy5455]

Mine still isn’t working. I’m getting the “Login not available” message when I enter my Schwab login credentials from TT. What did you have to do from the TT end to get it to work?

[David723]

in TT I had to allow the program to have 3rd party access to my Schwab accounts. Previously, I was seeing the same screen you are, but whatever was wrong between TT and Schwab was corrected and I was presented with a new screen requesting I authorize TT to get my 1099s from Schwab. I know this doesn’t fully explain exactly what I did. Keep trying and good luck. 

[Lucy5455]

Okay, thanks. I guess I’ll just have to keep poking around to see if I can get it to ask me to authorize the access!

[mtb58]

I have had exactly the same experience as rlh4561.  I have tried repeatedly since 2/18.  I have no problem connection to Schwab and it downloads 1099-DIV and 1099-INT just fine.  But it has no data for the 1099-Bs when there were sales in all the accounts.  Has any progress been made toward fixing this issue?

[mtb58]

David723, thank you so much!  You are absolutely right!  Although the summary shows $0, the 1099-B data did import. I had been afraid to import until the 1099-B data was there because I was afraid of double-counting when the 1099-B import was fixed.  Thanks again!

[David723]

Even though it shows $0 on the 1099B summary, it will populate your TT with the 1099 transactions. 

[rlh5461]

I learned that if you go ahead and click "Import documents" it will bring in the 1099-B information even though it shows $0 on that screen. David723 on this forum told me about that. When I tried it, the 1099-B information did indeed import into TT. Give that a try.

[laroccajr]

Had the same problem importing data from Schwab into TurboTax Deluxe desktop software on my Apple Mac laptop. Discussed the problem with reps for TurboTax and Schwab without a resolution to the problem. Saw the advice about deleting the cookies in the laptop browser. I proceeded to delete all the web browsing history and cookies in the Safari browser and that fixed it! Thanks for the help.

[Lucy5455]

@laroccajr That did it. Thank you! I had assumed that was for folks using the online version, not the desktop version. I don’t really understand why browser cookies/history would make a difference, but I guess it doesn’t matter why.

[Lotar]

I too had import problems with Schwab; tried multiple times over several days. Calling Schwab and TT was of no help ("we're working on it"). After giving up on getting the entire import (1099INT, DIV & B) I went to the 1099INT option and try to get just that info. To my surprise that got me connected into Schwab where I had the choice of how much I wanted. I was able to choose everything (INT, DIV & B). Maybe this will work for you if you are having problems getting into Schwab. Good luck.

[calidianne]

I am having same problem as other users trying to import date from Schwab.  TurboTax support sucks.  Can't talk to a human or get any kind of answer online.  Schwab says it's a TurboTax problem, but they have no idea when it will be fixed.  Have used TurboTax for years with no problem importing data but this will be my last year assuming I can actually finish my return.   

[Lucy5455]

@calidianne You may have already tried all of these things, but this is what worked for me.

1. I quit out of TurboTax completely and then restarted it to make sure I had the most up-to-date version. This allowed me to progress from the “check your Internet connection” error to entering my login credentials, where I encountered the “login unavailable” error.

2. I checked in Security Center in my Schwab account that I had third-party access enabled (I did).

3. I cleared my browser history. This is what finally made it work for me, although, like others, I did not see any $ amounts next to my 1099-Bs on the import screen, but all the data imported correctly.

[denny80130]

Question on the browser history. I'm not sure why this matters but which browser history did you clear? Firefox, Safari, Chrome, IE?