Schwab import fails

[Sandwichtaxpayer]

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]

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 

[Vanazzz]

How can I upload a 1099-DIV from Vanguard?  I am using TT Home and Business.  TT imports just one line from Vanguard as oppose to details for each holding.  Please help. I have the PDF file with me.  Also, describe if there is an OFX way from Vanguard, similar to the Shwab you described.

[CatinaT1]

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?

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.

What do I do when my data isn't imported into TurboTax Desktop even though it says successful import...

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.