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R
rret
April 2, 2025
Question

Charles Schwab import says it worked, but no data imported...

  • April 2, 2025
  • 2 replies
  • 0 views

Imports from Charles Schwab account into Turbotax indicate success, but nothing actually imported.

    2 replies

    CatinaT1
    CatinaT1
    April 2, 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:

    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
    R
    rretAuthor
    April 5, 2025

    called intuit. was bumped up to a more senior support person. he couldn't get it to work either. he gave up.

    (this is 2024 TT deluxe edition.)

    (fwiw, he logged into my pc and had read only access.)

    disapointed - may use another software company next year. 

    B
    ben86
    April 6, 2025

    I am having the some problem using the downloaded PC version of Turbotax Premier (not online). It takes me to the website to import data, it says it was successful, but does not show the import in Turbotax.

    R
    rretAuthor
    April 6, 2025

    Intuit IMHO doesn't seem to care. good luck.

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