turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

Schwab import fails

I am having the same issue with imports from Schwab. I was able to download 1099R 2 weeks ago, but all my forms were not ready. Now when I try to load, it selects all the forms, but when it imports, the forms are completely blank. I am using desktop turbotax deluxe

MarilynG1
Employee Tax Expert

Schwab import fails

If TurboTax shows a successful import but forms are blank, it is likely due to browser security blocking data transfer, pending brokerage forms, or a need for a screen refresh. Fix this by enabling local network access in your browser, disabling anti-virus software, and updating the program.

 

Since the IRS already has copies of all your 1099's, using the Summary Method on a tax return is acceptable.

 

@Sandwichtaxpayer 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question