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...
031485
3 Replies
hawke
Level 4
Mar 27, 2024 1:45:46 PM
On the Schwab site at Security Settings > Third-Party Access, I don't see TurboTax nor any way to add TurboTax there.
Mike9241
Level 15
Mar 27, 2024 2:14:04 PM
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
hawke
Level 4
Mar 27, 2024 2:20:31 PM
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.