I have two Schwab 1099s and I was able to import the smaller one successfully. The larger one gives me a message saying "The import was unsuccessful check your connection..." I am using TurboTax desktop and since one works this isn't a connectivity issue. It is something unique to the larger 1099. I have done research and there are not more than 10.000 transactions only a few hundred. Can someone please help other than doing it manually???
You'll need to sign in or create an account to connect with an expert.
Some have received a message from Charles Schwab saying downloads would be enabled on Feb 27th.
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:
If permissions aren't the issue, one of the following factors may be at play:
Helpful TurboTax Articles:
Thanks but its still fails. I really think the problem is Schwab needing to redo the 1099;s on the 27th
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
ghegan
New Member
dwarvid
New Member
grc11131946
New Member
siquanzhu
Level 1
muna1465
New Member