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Unable to import data from Charles Schwab

Browser permission granted in Edge. Still can't import. The application says down load successful but then says import was unsuccessful. Says don't worry we will help you enter data manually - really?

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2 Replies

Unable to import data from Charles Schwab

I'm having the exact same issue.  The import from Charles Schwab seems to go fine.  The CS site says SUCCESS you can now return to Turbo Tax, but when I do, TTAX says the import was unsuccessful.  How do I make this work?  There are many accounts and transactions.  Doing it manually is not an option.  

Unable to import data from Charles Schwab

I've tried both Chrome and Edge Browsers.  I've checked that Local Network Access is allowed in settings, I've added Charles Schwab to my network settings,  I've done all the TTax upgrades and it's still not working.  C'mon Intuit.  Get this fixed or send us instructions on how to fix it.

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