unable to import from Schwab

4 replies
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TurboTax would not import from Charles Schwab saying incorrect characters for login, yet it is the correct login and worked to log in to Schwab

Critter

Level 15

Most likely the import function on Schwab's side has been shut down already ... so you may need to manually enter the information ... check with them.

macuser_22

Alumni - Champ

Schwab import for 2018 works just fine for me - just tried it.

If you are using the same login and password as your schwab brokerage account then the problem is on the schwab end since the login is directly with the schwab import server which is different that then account server. Talk to schwab (trying to talk with someone at schwab that actually knows how tax imports work and can do something about it will probably take more time that just entering the data manually.)

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**