turbotax import from Schwab fails

[john1648]

Turbo tax import from Schwab fails on both Chrome and Brave browsers to provide 3rd party access to Schwab where the forms are available for download.

After logging in to Schwab as instructed a graphic shows the transfer has occured but no data gets entered into turbotax - I'm using the desktop deluxe version.

In previous years I've used the import function without any issue.

[CatinaT1]

Have you tried disabling your pop-ups?

[john1648]

Yes and didn't solve problem. Another Turbotax agent found out that this is a recognized problem and it will take a week to fix

[TZEB]

That's right, I tried importing data from Schwab today -- and from Fidelity too -- and no data was imported, just as you described.

[CatinaT1]

If you are using TurboTax Online, try importing using a different browser.

See the following TurboTax Help articles for potential fixes:

• What if I can't import my 1099?
• How can I fix my 1099 import issue?
• How do I import my 1099s?
• How do I enter a large number of stock transactions in TurboTax?