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Level 2
posted Mar 26, 2025 12:00:31 PM

Stock info does not import into Turbo Tax

Turbo tax is not importing stock tax info from Charles Schwab.  It says we got your tax data, but it never imports it.  I was able to import tax info from TD Ameritrade with no problem.  

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1 Best answer
Expert Alumni
Mar 26, 2025 3:39:40 PM

You can try clearing the cache on your computer, then reboot. Also, try doing the download using a different web browser. If that doesn't work you will need to enter the form manually.

1 Replies
Expert Alumni
Mar 26, 2025 3:39:40 PM

You can try clearing the cache on your computer, then reboot. Also, try doing the download using a different web browser. If that doesn't work you will need to enter the form manually.