TurboTax 2024 Windows Import from Schwab is Broken

[Jonelle0]

I have tried both Wells Fargo selections using my Wells Fargo login and my Husband's.  When I tried Wells Fargo Advisors I got an error message saying "Our system is currently unavailable. Please try again later or contact  us at 1-877-879-2495  Option 2. "  I called that number & asked to speak to tech support.  I explained the problem after several minutes of conversation, the person I spoke with said it was a Turbo Tax issue 800-446-8848.  When I called WFA, they said it was a TTax issue.  Called my broker.  He checked with their Tax Center. WF Tax Center couldn't help me other than to make sure that TTax was requesting 1099 from "Wells Fargo Wells Fargo Clearing Services, LLC.  How do I do that?  I tried Wells Fargo selection & received an email from WF that "data sharing enabled" Your accounts are now connected." This was on 2\26\2025.  However, when I try to import from this selection, I get an error message "Something unexpected happened & we can't connect to Wells Fargo."  After several more calls with no resolution, fast forward to today, I started a new return.  Other than our personal info populated from last year's return,  I tried again using WFA then Wells Fargo selections & received the same error messages.  

[RmB50]

Read this in another post and it might be worth a try.  If you are using a VPN then disconnect and see if the download will occur.

[Jonelle0]

I disconnected my VPN & tried to import again.  Didn't work.

[rachelgd1]

you may have linked your accounts at Schwab so both are viewable as one but that may be the issue. each account has its own password for the 1099.   try using the account ID and password for that account to complete your download of the additional 1099.

[ledeac]

Changed my default browser from Brave to Chrome and Schwab import worked for me.

[TexasBruiser]

Nope. I tried EVERY browsers with all blockers etc turned off. A single sales form from Schwab imports. NO 1099-INT, DIV or anything else. Pathetic.

[LindaS5247]

Make sure your transactions aren't going over the TurboTax limits:

• Both TurboTax Online and TurboTax Desktop are able to support up to 10,000 of any combination of transactions and imports.
• TurboTax Online can support up to 4,000 non-covered transactions (items such as options or cryptocurrency that aren't reported to the IRS).
• The import file size is limited to 4MB.

If your transaction numbers are getting close to these limits, it can cause the system to lag or time out. If this happens, you may need to clear your return and start over. Then try entering the sales section totals into TurboTax, rather than entering individual sales. If you still encounter issues, you may need to switch to TurboTax Desktop to continue your return.

Here are some troubleshooting tips for importing:

• Sign in to your brokerage account and confirm you have enabled third-party access to your account information.
• Change your password for your online brokerage account, then sign back in to TurboTax and start the import process again using your new password.
• Double-check that you're entering the right credentials on the import screen. Depending on your institution, you could be asked to enter any combination of username and password, fund number, account number, or document ID number.
• Check with your brokerage to see if you need to be enrolled in online access in order to import.
• If you're using TurboTax Desktop, make sure your program is up to date.
• When signing in to your brokerage account from TurboTax, try entering two extra characters at the end of the password, then delete the extra characters and press enter.

You can also try Troubleshoot TurboTax Desktop for Windows issues.

If you cannot import, you can always enter your Forms 1099 manually.

Click here for "What if I can't import my 1099?"

If you have additional information or questions regarding this, please return to Community and we would be glad to help.

[jg561707]

Changed my default browser to Chrome and same result - I get all the "right, confirmation msgs that data has been reeceived but TT doesn't show it. Very frustrated - Paid for the Premier desktop version - never again!!!

[bburtin]

This bug seems to be specific to the Brave browser.  I was also able to get Schwab import to work after changing my default browser from Brave to Chrome.

[bsaz]

This is very broken using Chrome.   For example it says my 1099-DIV is zero after import, and it forces me to click review and then it tries to import the data again.  The problem is that it is duplicating that data and the last two times I tried it, it has alternated between showing the correct amount from the DIV to zero, and it shows zero even with a form in the back being correct.

[AmyC]

A 1099-DIV would be easier to type in manually at this point. The problem with  multiple imports is that data can get stuck. Delete information that should not be there.

A full or corrupted cache can cause problems in TurboTax, sometimes you need to clear your cache (that is, remove these temporary files).

Online version:

1. Delete the form/ worksheet- if possible, see How to Delete  
2. Log out of your return and try one or more of the following:
   • Don't use Internet Explorer.
   • Clear cache and cookies,
   • Sign in using a different browser.
   • Sign in using a different device.
3. Log back into your return.
   • Enter the information again.

Desktop version: 

1. Delete the form
2. Save your return while closing the program.
3. Update the program
4. Open
5. Enter the information again.

@bsaz