I've searched the forum and found several threads discussing issues with Turbotax not importing data from Schwab. Some responses indicated the users were trying to import before the data was there. I didn't see any responses that indicated whether the problem was resolved by waiting.
I have four 1099-Composites from Schwab. The 1099s were posted to my account in pdf format earlier this week. When I go to import through Turbotax, everything seems to work as it should. I get a window that has me log into my account and grant permission for the download. It looks like the download occurs, but it only takes 1 - 2 seconds. Usually downloads take longer. The window says data was imported successfully. But when I go back to Turbotax, I see no evidence of an import. If I look at the Imported Items section, it doesn't show anything from Schwab.
Others have reported this, but I don't know what the outcome was. I called Schwab, and they said that they showed I was able to connect to TurboTax.
If you have received a similar error, did it resolve by waiting, or did you have to input the data yourself?
Thanks
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I use Edge. Once I found how to allow permission, I was able to download the data.
Thanks.
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