About blueskys

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Re: Unable to import from Charles Schwab, says "the entered value do...

yvic, since this issue has been going on for some time (TT vs Schwab logins), I'd speak with one of TT's experts to see if you can pin it down (if you haven't a...

blueskys

Updated Feb 22, 2023
Re: Unable to import from Charles Schwab, says "the entered value do...

Ran into this last year (2021). This year I proactively changed my Schwab login so that there were no more than 4 numbers in a row, and it worked with TurboTax ...

blueskys

9

Updated Feb 22, 2023
Re: Unable to import from Charles Schwab, says "the entered value do...

TurboTax seems to accept your Schwab login (meaning you don't get the "does not meet" error msg) but then you can't go further, right? I haven't encountered gra...

blueskys

Updated Feb 22, 2023
Re: Unable to import from Charles Schwab, says "the entered value do...

Depends on how much data wasn't imported. If a lot, you may want to delete the incomplete import and try again. But if you keep the part that imports (and enter...

blueskys

Updated Feb 22, 2023
Re: Unable to import from Charles Schwab, says "the entered value do...

Thanks so much. That's probably it. I thought about changing my Schwab info when I ran into this problem, but I've done that in the past and created issues with...

blueskys

Updated Feb 22, 2023

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Date Registered	‎February 14, 2021 11:13 AM
Date Last Visited	‎February 20, 2023 12:05 AM
Total Messages Posted	6
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