Schwab import fails

[strictbiz]

I'm a 3rd person having a problem with an employer managed Schwab account holding RSUs. The import function only pulls in 1099-INT from the bank account, not the much more interesting 1099-B from the account with the RSUs.

If anyone finds a workaround please post it. Please also post if you can figure out where Schwab has the information on how many shares were sold for taxes when the RSUs were granted - can't find that anywhere on Schwab.com

[Laborkei]

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]

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]

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

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

[NashayLO]

When importing from Charles Schwab, make sure to opt-in to Schwab’s import program settings directly from your Schwab account. Please see this TurboTax FAQ, for more information, How can I fix my 1099 import issue?

If you are using the Desktop program, uninstall/reinstall the software and if using the Online Program, try clearing cache and cookies and rebooting your computer. 

If its still not working and you are getting the invalid requests error, the forms may still not be ready yet, for import. Give it some more time, then try again. For further assistance, contact TurboTax by phone.

[fixate]

Thanks for the boiler plate about access but that is NOT the issue at hand.

[KingMota]

My import is failing with the exact same error.   I have hundreds of Schwab trades and entering them manually is not a reasonable option.   Like others, I waited anxiously for today and am so disappointed as I have used this option successfully for at least 10 years.   I have desktop Premier option.  In fact, this is the only reason I pay extra for Premier.

[NashayLO]

@fixate I started my post addressing access, because if that part isn't done, the import won't work anyway. I understand that the issue is that the error says, "invalid requests" and "Too Many Requests", which could be due to everyone trying to import at the same time on the same day. However, sometimes the basic fixes can be the resolution. 

@KingMota Please give it some more time, as the imports were just available as of today, run updates and try again later. 

Please also, see this TurboTax FAQ, for more information about imports as there is a limit for Online and Desktop and this article addresses both, How do I enter a large number of stock transactions

[Laborkei]

Try Again…

After multiple failures, mine finally worked…

I am disgusted with TurboTax, I have been on the phone for hours. Most of support didn’t have a clue…

[Laborkei]

I finally worked…

I had the same error that was posted after my original post.

[theprinceturk]

I have been seeing the exact same error messages and after many hours, like you all here I can finally get to the Schwab login screen. Now, for the last hour, it keeps telling me that "Login is temporarily unavailable. Please try again later or call customer support". Am I supposed to call Schwab customer support or TurboTax? I have no problems logging in to Schwab, both on Desktop and Mobile. I have TurboTax Premier Desktop on Mac.

[Laborkei]

My suggestion, since mine finally worked...  Keep trying every hour or so, it will eventually work.

That's what mine did.  Call Support only if you want to mess around with folks that will ask stupid questions, and have no idea what is going on.  I spent about 5 hours on the phone with Turbotax, and it got me nowhere.

Once my issue got escalated to the next level, it worked right in front of both of us while doing a screen share.

I just compared the printed Schwab Data with what was Imported, and it did work correctly for me.

Good Luck...

[KingMota]

Mine also finally worked about 15 minutes ago.   I don't think what I did made it work, but just to be safe this time I deleted a simple 1099-R I had entered manually.   I had completely shut down Turbo Tax and after deleting the manual 1099-R it asked me the Schwab login information again and it worked as expected.

[AndieNarwhal]

Getting the same error some have reported - "Login is temporarily unavailable. Please try again later or call customer support."

[JRW3170]

I'm getting this same error also.