turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Trying to download details from Schwab.com, but TurboTax is saying the login ID is incorrect. I know it is correct.

Trying to download details from Schwab.com, but TurboTax is saying the login ID is incorrect. I know it is correct.
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

2 Replies
noreen31
Returning Member

Trying to download details from Schwab.com, but TurboTax is saying the login ID is incorrect. I know it is correct.

I had the same major headache from fidelity.   The end result.  My password had to be changed shorter and simpler.   Worked first go after i changed password.   Good Luck

Noreen

 

DawnC
Employee Tax Expert

Trying to download details from Schwab.com, but TurboTax is saying the login ID is incorrect. I know it is correct.

Be sure to select the right financial institution or brokerage from the list. For example, several participating partners' names start with First National Bank and if you select the wrong First National Bank, you won't be able to import.

 

 

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

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question