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Level 5
February 15, 2026
Solved

Turbotax data not importing from Schwab

  • February 15, 2026
  • 5 replies
  • 209 views

I've searched the forum and found several threads discussing issues with Turbotax not importing data from Schwab.   Some responses indicated the users were trying to import before the data was there.  I didn't see any responses that indicated whether the problem was resolved by waiting.

 

I have four 1099-Composites from Schwab.   The 1099s were posted to my account in pdf format earlier this week.  When I go to import through Turbotax, everything seems to work as it should.  I get a window that has me log into my account and grant permission for the download.  It looks like the download occurs, but it only takes 1 - 2 seconds.  Usually downloads take longer.  The window says data was imported successfully.  But when I go back to Turbotax, I see no evidence of an import.  If I look at the Imported Items section, it doesn't show anything from Schwab.

 

Others have reported this, but I don't know what the outcome was.  I called Schwab, and they said that they showed I was able to connect to TurboTax.

 

If you have received a similar error, did it resolve by waiting, or did you have to input the data yourself?

 

Thanks

    5 replies

    baldietax
    baldietaxAnswer
    Level 12
    February 15, 2026
    Level 5
    February 16, 2026

    I use Edge.  Once I found how to allow permission, I was able to download the data.

     

    Thanks.

    Level 2
    February 26, 2026

    where do you see the settings to fix in Edge browser ?