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Level 2

Question

Schwab import fails

Forum|Forum|6 years ago
February 28, 2020
30 replies
0 views

I have Home & Business 2019. When I try to import my 1099, I get the message:

This import was unsuccessful.

There isn't any tax-related info to import right now.

I contacted Schwab who said that files were released and available. I have not had any import problems in previous years. Please advise.

TurboTax Home & Biz Windows

AlanT222

Level 15

In order to import your Schwab 1099 form(s) into TurboTax, you’ll need to opt-in to Schwab’s import program settings directly from your Schwab account.

To do that,

Log in to schwab.com/passwords.
Once logged on to Security Center, scroll down to Third-Party Access to Account Information, and under OFX, select Enable Third-Party Access.
You will receive an email confirming third-party access is enabled.

After that,

Sign in to your TurboTax account and continue to your return.
Search for the form you’d like to enter (for example, 1099-INT, 1099-DIV, 1099-B), and select the link at the top of the search results.
Continue through to successfully import your Schwab 1099 forms.
You can also navigate to the section by selecting Wages & Income from the top menu.
Scroll down to Investment Income, select Revisit next to the section you were working on, and continue through to successfully import your Schwab 1099 forms.

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GoingLikeSixty

Level 2

I've done this and still cannot import for 2020. Schwab says all forms are available.

this is the message I get:

The 1099 import service for Charles Schwab & Co., Inc. is currently unavailable. Please try your import again on February 12, 2021 at 12:00AM PT.

Try getting this form another time.
Already have this tax info? You can enter it by hand.

GoingLikeSixty

Level 2

Are you still having trouble importing your 1099?

@GoingLikeSixty

Hi, turns out all my forms are not ready yet at Schwab. I'll check back 2/19. Thanks for your interest!

cjrausch

Level 2

I've never had any problem importing from Schwab before. I use Turbo-tax Premier

DMarkM1

Level 15

A couple of things to try. 1. If you have a VPN running, disable it. 2. Try a different browser (Chrome, FireFox, Edge).

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mesquitebean

Level 15

This post has been deleted.

CAUTION:

I'd be wary and suspicious of the website URLs posted by new user "nhe150" above. For all we know, they could be dangerous sites to steal information or plant malware. I've asked a Moderator to look it into it.

Laborkei

Level 2

First I have to say... Turbotax Support is Awful.

I have never had problems like this in the past, and trying to use this Support Group is even worse.

Where is the phone number where I can talk to someone !

Now, why am I here?

Today is 02/18/2022, and I am supposed to be able to import my data from Charles Schwab.

I log on, put in all the right security information and I see the program code abending.

I have tried multiple times.

So what do I do?

Who can I talk too?

Where is the Phone Number to call?

fixate

Level 3

This is getting ridiculous.

My consolidated 1099 has been available as a PDF on Schwab's site all week.

All week long I've been held back by TurboTax telling me that: "No Documents are Currently Available for Import" and that they would be available "from Friday, 18 February 2022 at 00:00:00 PT onwards"

So now it's Friday the 18th and TurboTax will (presumably) allow me to (finally) download my data... lots of fancy looking splash screens in Turbo Tax, logging into Intuit, logging into Schwab to confirm access and agree to terms and in the end, after logging into everything and following the multistep process:

"error": "invalid_request",
"error_description": "Too Many Requests"

I'm not looking for a workaround where I can spend all day manually entering data - please don't offer it.

Please just make this work.

priller1

Level 2

Ya, I'm getting the same failures ....

"error": "invalid_request",
"error_description": "Too Many Requests"

dg44

Level 2

And here we go for 2021 taxes (it's Feb 2022). I need to import my 1099's from Schwab into desktop Turbo Tax Deluxe. Prior to today (2/18/2022) I got messages in Turbo Tax when trying to import that the forms would be ready on 2/18. Today, when I try to import into Turbo Tax, I get a connection error. Yes, I have 3rd party access enabled at Schwab. Yes, this has worked in previous years but is a fail this year. Typing in the info is not an option.

rfengst24

Level 2

Have had the same issue and error message all day. Don't bother calling Schwab support as they believe it is a Turbo Tax issue.

LiRo365

Level 2

FINALLY got it to work. When the Schwab login screen came up, I entered credentials with two extra characters at the end of the password. Then I deleted the extra characters and pressed enter. I was astonished when it worked!

This was suggested by another user on this thread; sorry, didn't get the name ... but THANK YOU!

tjski63

Level 2

Same issue - "Login is temporarily unavailable" message after entering Schwab credentials. Tried a lot of time over the last 12 hours or so. Also tried adding and deleting characters on the password - nothing works. Figure I will give it up until TurboTax fixes this for everyone

TinkerToyRonnie

Level 3

Every time I have tried to access my Schwab 1099 composite data in the last 36 hours I get the following message: "Login is temporarily unavailable. Please try again later or call customer support." I am running the current version of MacOS. My default browser is Chrome. I have verified that my Schwab user ID and password are correct because I can access my Schwab account with the browser. I have verified that Schwab Security allows access to TurboTax and Quicken. I know the data is available because I have the Schwab 1099 composite pdf. I have repeatedly rebooted and restarted the Mac. I have read and done everything recommended in the "Schwab Import Fails" discussion. I was able to access Schwab last year using TurboTax 2020 on the same Mac. I would appreciate a TurboTax technology support employee explain what I need to do other than key in all of the data myself from my Schwab 1099 composite pdf. Thank you.

CarissaM

Level 15

Did you try the solution posted above in @G30 answer @TinkerToyRonnie ?

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LMeixler

Level 2

i just imported my tax information from Charles Schwab into my Turbotax program

Feb 19th. It worked flawlessly. No problems at all. I think it did not work on Feb 18th, because the Schwab site may have been overloaded, being is was the first day the downloads were available.

Lew M

ablair1215

Level 2

Any idea when this will be fixed? Never had an issue before. Tested my login credentials, they're fine. 3rd party access is enabled. The only thing different is now going through the "intuit secure site" that will supposedly offer more security. Somehow it seems that broke the link between Turbo Tax and my brokerage account - Charles Schwab

Also, once the login fails when logging in to Schwab from the Intuit site, there is no way of getting out of the login Error screen without Force quitting the program. LET'S GET THIS FXED ASAP.

LMeixler

Level 2

It is fixed. I was able to import my tax information from Schwab right into my Turbotax program with no problems at all yesterday, Saturday, Feb 19th.

ablair1215

Level 2

I just tried several times today and no luck.

capnKirk

Level 2

repeatedly failed for me on Mac OS 12.1 (Monterey). Tried changing default browser from Safari to Chrome, no joy. Tried changing password for Schwab brokerage to get rid of certain symbols (this had tripped me up in the past), no joy. Then just kept trying to fill the credentials window inside TT for Schwab, about 5 tries and it went through. YMMV.