Turbotax data not importing from Schwab

[poncho_mike]

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

[baldietax · Accepted solution]

check browser permissions, see

https://ttlc.intuit.com/community/taxes/discussion/re-vanguard-brokerage-update-is-available-from-va...

[poncho_mike]

I use Edge.  Once I found how to allow permission, I was able to download the data.

Thanks.

[gdesai]

where do you see the settings to fix in Edge browser ?

[poncho_mike]

@gdesai If you look through this thread, find the post by  @baldietax .  His response will take you to another turbotax thread, where you can get the instructions.  Basically there is a small lock icon beside of the https:// URL.  If you click that, there are options that will allow Fidelity to accept the download.  Your computer permissions are blocking the download.

[MarilynG1]

There's an icon to the left of the URL on the page that opens to Sign In to your broker account.

@gdesai