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Level 2
posted Feb 16, 2024 10:09:54 AM

turbotax import from Schwab fails

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.

1 4 461
4 Replies
Expert Alumni
Feb 17, 2024 10:56:21 AM

Have you tried disabling your pop-ups?

Level 2
Feb 18, 2024 3:42:54 PM

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

New Member
Feb 18, 2025 5:59:29 PM

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

Expert Alumni
Feb 19, 2025 8:09:44 AM

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

 

See the following TurboTax Help articles for potential fixes: