Still get the "No eligible accounts available to link" on Schwab's site when trying to import to TurboTax H&B 2023. My Schwab account has a 1099-DIV and 1099-INT.
Anyone discovered any workarounds? This issue has been going on 2-3 years. Yes, different browsers, devices, etc were tried to no avail. I guess it may never get fixed...
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On the Schwab site at Security Settings > Third-Party Access, I don't see TurboTax nor any way to add TurboTax there.
log into schwab
go to profile and open it
go to security settings and click; on it
go to third party access and click on that
click on Intuit and check the accounts to link
if this doesn't work contact Schwab
There is no Intuit or anything else in that section. Already contacted Schwab. Did that in previous years too without resolution so not expecting much.
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