Import from financial institution

[francoisd]

Using Turbotax desktop and Chrome on a Mac, I can't import tax files from Schwab.

One window says "Success! We got your tax data. You can now return to Turbotax",

But Turbotax says "The import was unsuccessful. We recommend you check your internet connection ..."

Is there a workaround ?

Thanks.

[CD90]

What to expect next:

• Corrected 1099-B forms will be issued on or around February 27, 2026.
• You will receive a notification when your corrected form is available.
• Once available, you will be able to import your updated tax information into your tax preparation software.

[CatinaT1]

Some have received a message from Charles Schwab saying downloads would be enabled on Feb 27th.

If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.

To fix this you need to allow TurboTax to securely retrieve your data through your browser settings:

1. Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL.
2. Find Local Network Access in the dropdown menu.
3. Toggle the switch to ON.
4. Refresh the page and attempt your import again.

If permissions aren't the issue, one of the following factors may be at play:

• Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements.
• Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back.
• Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.

Helpful TurboTax Articles:

• What if I can't import my 1099?
• How can I fix my 1099 import issue?
• How do I import my 1099s?
• How do I enter a large number of stock transactions in TurboTax?

[francoisd]

Thank you for answer.

Changing "Local Access Network" from "Ask" to "Allow" doesn't fix the issue. 

Waiting for Schwab to answer my question about  tax forms availability for import.