@ Smithy wrote:
Same problem with Schwab/Premier. TurboTax Desktop Partner Connection says Success but TurboTax 2025 says import unsuccessful.
and @ RoxanneChen and @ BEE66
Here's something to try:
Other users have said in other threads they have to allow Intuit a specific browser permission for "local network access." Some browsers will popup a prompt if a website (such as Intuit) asks for "local network access" (or similar words.) Some of users had said "no" if they got that prompt to allow Intuit local network access, and thus import failed. Users who have allowed Intuit "local network access" in the browser settings were able to import (at least from Vanguard or Fidelity, but I presume it would be from any brokerage.) Once you have successfully imported, you can go back and switch back that "local network access" that you gave to Intuit.
Of course, you also have to allow Schwab third-party permission in your Schwab account, which you may already have done.
