Import data from Charles Schwab problem.

[Mike286]

I have tried everything recommended but when click on "Get your Form" all I get is a blank page that has the words "Bank Login"  in the corner.

[kim88liu]

Why I can not import my Charles Schwab data?

Please help.  

[MichelleLO]

Please see the below TurboTax help article for assistance with importing your 1099.

What if I can't import my 1099?

@kim88liu

[donbarkofsky]

TT still has not fixed this problem.  When directed to the "bank login" page 2 which requires a check mark in the terms agreement, there is no "continue" button to check.  The only ability to leave this page in to click on the "x" box at the top.  I assume this means that TT does not recognize my agreement because the TT response is to show a page stating that my attempt was unsuccessful and to try again later.  This has not changed.  It is a TT programming problem that needs to be addressed.  First year this has happened to me.  Probably the last after more that 15 years of using.

[NancyTT]

Me too! Plus, I couldn't load my software!  Spent two days working with support and turns out there was a Ninja login screen.  For me its been 25 years+.  Done with TTax.  DONE!

[WRMelville]

Still unable to import from Schwab after 2+ weeks of attempts. 

Tried virtually every possible solution found I online (disable/re-enable 3rd party access, change Schwab account password, messing with screen resolution, deleting cookies, shutting down antivirus software, rebooting, etc) with no joy.   Today I spent nearly 2 HOURS on the phone with a Schwab support rep. He walked me through every possible solution he had with no success.   Increasingly it appears this is a TT problem.

It is even more maddening as my Schwab year end 1099 composite is many pages which now must be manually entered into TT.   However imports from other institutions - T Rowe Price, Fidelity, etc - all executed flawlessly.  

At this point it's unlikely I'll be using TT in the future.   Grrr.......

[phillyeagles0099]

Never again, TT failed us.  I was able to log into charles shwab but found no form.

I checked all my security settings on CS to allow third party blah blah blah.

POS

[yuhjen]

Thank U

What did U do to overcome

[kim88liu]

I'm still having problem to import data from Schwab. 

Turbo Tax sent to me to this TurboTax  page with "109x import" error.

I am able to import to Merrill Lynch.   Is anybody having the sane problem?  Any solutions?

[calidianne]

Been having import from Schwab problems since Feb 18.  Have spent hours on the phone/hold since then.  Finally gave up and painfully entered all the data manually.  Been using Turbo Tax for years but NEVER again.  

[EbonyA]

Have you reviewed this resource? @kim88liu.

[JDP]

I am having a similar but slightly different issue.  

From Turbotax, I select Charles Schwab, and hit continue.  I sign into my Intuit account.  It then opens a form to enter my Schwab user id and password.  The problem is that I cannot actually click on the user id or password field.  In fact, when I first open that  - a blank form appears.  If I change my screen resolution to a lower resolution I can see the fields but I cannot click on them.  I have tried various screen resolution settings and, as I change it, I can see the fields and occasionally it seems to have captured a portion of my user id, etc.  But, then I cannot hit enter.   So, I cannot actually fully access the fields needed to enter my Schwab credentials.  I have too much 1099 activity to enter it manually.  Please advise.  

[calidianne]

This is the exact problem I am having.  Tried everything that has been suggested.  TT is ZERO help.  Finnally gave up and painfully entered everything manually.  Used TT for years.  Never again.

[dwtax]

I was attempting to import all day.  Getting error msg 590...useless...on phone with Schwab and TT. No answers there.  Turbo tax said it was a problem "across" and they are working on it(I guess not too hard).

Fix that worked for me:

I noticed that in the Security section of Schwab there was an option to bypass verification on trusted devices.  I have had difficulty  understanding how that feature worked.  On a whim, I checked the box that said verify on all devices.

Bingo...got a text with code from Schwab.  Entered it and sure enough download started and import was successful.   I hope this helps someone from spending days trying to figure it out!

[CarissaM]

Thank you for providing the resolution that worked for you. This will be beneficial for our community. @dwtax