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R
rfamilyturbotax
April 13, 2025
Question

Charles Schwab import fails in different ways at different stages - why is import of data constantly failing ?

  • April 13, 2025
  • 1 reply
  • 0 views
Network is STRONG, PC is strong, all systems GO, Turbotax will give messages like Success, Imported, we got it, it lists the actual numbers to import, is says Connection Successful, and it fails.

1 reply

CatinaT1
CatinaT1
April 14, 2025

If you are using TurboTax Online, try importing using a different browser. Make sure any VPN or Anvi-Virus is turned off.

 

See the following TurboTax Help articles for potential fixes:

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R
rfamilyturbotaxAuthor
April 15, 2025

I should have been more clear. All other institutions imported as expected. Using Premier download on a PC, windows 11. Because all other institutions imported the failure was surprising.  

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