Schwab Document Import Errors

Forum|Forum|3 years ago
February 17, 2023
2 replies
40 views

Charles Schwab import is now available yet doesn't work giving error messages. My accounts are listed but after signing into Schwab and checking the box to authorize the import it gives the following error message.

https://static-fdpwidgets.intuitcdn.net/fdp/widgets/assets/oauth/v3/partnerAuthRedirectTarget.html?errorCode=FDPAUTH-572&errorMessage=undefined&txnId=(the rest is deleted as I'm not sure how much of my account information may be embeded.)

StarksdAuthor

Level 2

2 days later and the same error continues to not allow me to import my information from Schwab. Help!

EbonyA

Level 13

Usually with Schwab, there is a third-party access that needs to be granted. Being that you mentioned already doing that and your issue persists 2 days later, I would suggest contacting our phone support team for one-on-one assistance.

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

StarksdAuthor

Level 2

I called yesterday and received an excuse of "Oh, it's the weekend and that's why you are getting an error". Really, I then received the following e-mail. Bottom line this is day 4 and I am still unable and receive the same error code each time.

e-mail reply

Hi David,
It was great speaking with you today! I hope we will be able to assist in getting your Charles Schwab accounts to be uploaded through the Upload Documents portion of Turbo Tax return.
This will be escalated to a Lead and possibly out technical support department.
Remember with TurboTax Live, you can get unlimited tax advice from specialized experts, like the conversation we had today. When you've completed your return, you'll have the option to request that an expert review your return. We also have TurboTax Live Full Service, where an expert can prepare your return for you from start to finish. Whenever you need our guidance we are here for you, just click Live Help.
Thanks again for reaching out to us.
Best,
Yvonne
Tax Expert

StarksdAuthor

Level 2

Ebony,

Day 6 and Turbox Tax still hasn't fixed this issue. I even turned off my VPN to see if that was the issue but nope- still receiving an error trying to import from Schwab