Charles Schwab is not importing data in Turbotax Deluxe

Forum|Forum|2 years ago
February 17, 2024
8 replies
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I went through the steps to import my Charles Schwab account. I got through the login with no problems. Accepted the agreement for Turbotax to be connected. It says it was successful and says I can return to Turbotax. But back on Turbotax it's still sitting on the screen with the "Back", "Continue" and "Skip Import" buttons on it. If I click on the Continue button it gives me the dialog box that's going to open a browser window and that just goes back and repeats the same thing. The Back button goes to the Financial Institution search screen and the Skip Import gives the manual input form. If I go all the way back to the 'interest so far' screen there isn't any sign of the import. I even tried again from the dividend screen and it did the same there. No Importing!!!

Best answer by AndySieder

I have the exact same problem. I was transferred from TD Ameritrade a few months back, I wonder if that is related. There's a comment on the site that says Ameritrade 1099s may show up as late as Feb 29, so maybe it's a matter of waiting for the data.

I think I figured it out. I'm using the Brave browser, which has several privacy features that block certain functions. I disabled the "Brave Shields" both for the Intuit loading page that comes when clicking the button in Turbotax and on the Schwab page, and it imported successfully after doing that. So, if you are seeing this problem, check and see if your browser is maybe too restrictive.

Mike9241

contact Schwab because while you may be able to view and download the 1099-B/Div/Int. the file for import is a different electronic file that may not be ready.

did you see the screen where you have to check off each 1099 that you want to import? if not you missed a step

the screen should also have a blue link lower right that says "import now". i just tried importing and had no issues.

rebromer

I get to the screen where I can choose which 1099's to download and only INT and DIV show, not the 1099-B (sales). I need to download the sales.

gpcotten

I have always, while in Turbo Tax imported from Schwab. Sounds like you were in Schwab and tried to connect to TT. Stay in TT and go to data entry and it will give you a drop down to enter Schwab. Once it leads you through all the validation, all your accounts in Schwab should appear for you to click on/select the one's you want to download. Try that.

JMike55Author

I was in Turbotax. It sent me to a browser window where I had to log in, which I did. I then agreed to let TT connect to my Schwab account which I did. It then showed me what accounts it found and it was selected (which I also selected to add any additional accounts later). It then showed what it was going to connect which was correct. After I accepted that, it then gave a big green check mark saying Connection complete!
Success! We got your tax data. You can now return to Turbo Tax.

I click back on my Turbo Tax and it's still sitting at the initial continue window for the Financial Institution with the Back, Continue, Skip Import buttons. There isn't anyway to get out of that window except by going 'Back' and there isn't any sign of the imported documents in it.

AndySieder

paytax

Happening to me too in Turbotax Deluxe. It is not working for me in my chrome. Not able to figure out what security setting that is causing the issue. Don't want to manually add, as there are 70+ entries. Tried in Turbotax Online and it works fine. I was able to download the details from Turbotax Online following this article and continue on my Turbotax Deluxe. 😎

https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-turbotax-online-return-tax-data-file/L4xwOG3LF_US_en_US

MyDudeMilo

I had the same problem. Import of Schwab only brought in Schwab data and nothing from Ameritrade.

Log into your Schwab account and look at your tax document; if it has a Ameritrade header, you need to select Ameritrade instead of Schwab as your broker. You will need to enter your account number and document ID from the top of your document but all data will be imported.

Exbuilder

My problem is just the opposite--I can import the TDAmeritrade data but not the Schwab. I still haven't figured it out--tried several different browsers with various security settings. No success, but I'm still trying.

Zohra

Dear Miss/Sir,

I am trying to download the information from Schwab and Turbo tax will not let me download. Turbo tax requires a 9 digit account but Schwab has only 8 digits. Secondly Turbo tax require a document number and Schwab only has a ID number. Again the digits do not match.

I had no trouble in downloading the TD Ameritrade data also from Schwab.

Please could you help me.

Thanks

PaulinVA

It was the browser for me, too. I'm running Turbo Tax in a Windows 11 Parallels container on my Mac. The default browser is Chrome.

I changed the default to Edge and both TD Ameritrade and Charles Schwab completed successfully, after failing with Chrome.

reacheks-gmail-c

Same issue too w/ Brave Browser. You MUST TURN OFF the 'BRAVE SHIELDS' located in the http: area just click on the Brave Icon and turn shields off. The download will continue and your 1099's will upload w/o any problems.

Exbuilder

Yay, it worked! Thank you so much for the Brave browser tip. Once I removed the shield, the imports from Schwab went right through. So relieved.

ecl_man

I use Brave for reasons of not sending any of my data voluntarily to anyone. However, even the shields were disabled I could not get Schwab 1099s into TT. So, for this and !only for this instance! I set Edge to be my default browser and was able to download data.

Immediately, I went back to Brave as default browser and will reboot after finishing this post.

I hope this helps someone.

joeanddani2000

Schwab stated that the tax forms would be available on Feb 28. As of now (today) I can get the pdf file for the 1099-DIV and 1099-B, but unable to download into Turbotax, Will see what happens on Feb 28(?)