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Solved

Can't import 1099 from Charles Schwab in 2023 Turbotax Desktop

Forum|Forum|2 years ago
February 19, 2024
2 replies
0 views

I am using Desktop Turbotax 2023 on a PC. I have successfully imported 1099s from other brokers. When I try to do it from Charles Schwab, it first says "We'll open a tab in your default web browser to get started with your Charles Schwab & Co Inc import. Select OK to continue". I hit OK and it opens a new browser window on Schwab. I go through the process to select my account I want to download. On the browser, it then says "Connection complete!" and "Success! We got your tax data. You can now return to TurboTax."

But, nothing happens after this. If I hit the "Continue" button on Turbotax, it starts the whole process over again.

How do I import my 1099s from Schwab?

TurboTax Home & Biz Windows

Best answer by Yago-NJ

I figured out the problem. My default browser is Brave. This has various pop-up blockers and other "shields". After I turned off the Brave Shields, I tried the import again and it worked. It seems there is a step where the browser is used to transfer date to the desktop and this must have been blocked by the Brave Shields.

Same issue here

Yago-NJAuthorAnswer

I figured out the problem. My default browser is Brave. This has various pop-up blockers and other "shields". After I turned off the Brave Shields, I tried the import again and it worked. It seems there is a step where the browser is used to transfer date to the desktop and this must have been blocked by the Brave Shields.

larrynovak126041

Thank you! You saved my life - I was about to have a stroke screaming at TurboTax 😉