Schwab import fails

[jb0441]

Same here. Even typing the wrong password gives me the same error. "Login is temporarily unavailable. Please try again later or call customer support." Been trying all day multiple times, same message. Never had a problem before this. Yes I have it enabled on Schwab. Using Premier.

[dg44]

And here we go for 2021 taxes (it's Feb 2022). I need to import my 1099's from Schwab into desktop Turbo Tax Deluxe. Prior to today (2/18/2022) I got messages in Turbo Tax when trying to import that the forms would be ready on 2/18. Today, when I try to import into Turbo Tax, I get a connection error. Yes, I have 3rd party access enabled at Schwab. Yes, this has worked in previous years but is a fail this year. Typing in the info is not an option.

[rfengst24]

Have had the same issue and error message all day. Don't bother calling Schwab support as they believe it is a Turbo Tax issue.

[dg44]

I'm currently on hold at customer support ([phone number removed]). The phone tree is a challenge. We'll see if I get a real person at some point. 

[Laborkei]

The best number to use is the one the turbotax software gives you where it creates a problem number. You will get a real person. I had no luck using the web site. Good Luck… 

[dg44]

Problem number?? Where is that?

[Laborkei]

Sharing a few things I went through with Support. Assuming your on Windows OS.

You need to have the latest update installed of Windows.

They will have you delete TurboTax, and have you download the latest from the Web.

You already said you made sure Schwab is opened up for the Import.

A few things you can check where you can tell them you already did that. It is not a Schwab problem… I finally got

mine to work, but that was around 11 AM Eastern Time.

Good Luck… I was on the phone with Support for about 5 hours.

[Laborkei]

This is different than the error from this morning. I bet they shut it down so they can put a fix in for the problem. If I was getting that, I would wait until tomorrow and try again.

[Laborkei]

It shows on the screen on your PC with the phone number to call. It’s like an incident number for your issue.

[Dkden]

I have been having the same issue all day.  

On my Mac running the most current OS, I try to import from Schwab.  I am required now to log into Inuit for “security”. Then I get brought to a page that explains what TT will do.  Click “get my form”….. go to the next page and enter my schwab data…..  “temp unavailable”.   

TT honestly is going to lose my business after 15 years.  

[Macman63]

I have Premier on a Mac and the issue is the same.  Initially it was not getting to Schwab with "to many attempts", now TT allows me to attempt a login but says temporarily unavailable.

Uploaded the early Schwab forms a few weeks ago with the login procedure but with the latest update it looks like uploading is no longer functional.

[Dkden]

As noted above, I tried all day yesterday to download.  No luck.

tried it once this morning at 4:30am mountain time and it worked (I think).  I will need to check on data integrity now but it does seem to have worked.  Now, coffee and short road trip awaits!

[Clon]

I am using Premier and trying to download broker data from Schwab. When logging into Schwab thru new module in Turbo tax it will not let me. I talked to Schwab they have been swamped with calls. It FOES NOT WORK. They are talking with TurboTax to resolve. This is a TURBOTAX problem!!! My Quicken talks with Schwab data everyday,  Other Broker also don't work example MonganStanley. Should we not expect Intuit to debug their programs and not try to lay blame on brokers when their stuff works with Quicken!!!!

Help!

[Clon]

I have had that set for a longtime so it will work with Quicken. It works with Quicken NOT TURBOTAX. Quit posting information that does not work!!!!

[AndieNarwhal]

Finally worked at 722am today although not earlier. I tried to log in earlier, not luck. Then I tried to log in with the wrong password and got the same error. Then I tried to log in with the wrong username and password and got an error saying incorrect username/password. Then I tried real username and password and it worked. Probably coincidence, but putting it here in case anyone else is still having trouble.