TurboTax

File with experts
File your taxes
Experts at your fingertips

An expert helps with your taxes, or does them for you
TurboTax Expert Full Service

TurboTax Expert Assist

TurboTax Self-Employed
Prior year taxes
File myself
File myself
Do it yourself

We'll guide you step-by-step
TurboTax Do It Yourself

TurboTax Self-Employed

TurboTax Desktop
TurboTax Free

Activate your product

Prior year taxes
Business
Business
Business taxes

Get your T2 corporate return done right, your way
TurboTax Business

TurboTax Business Desktop
Tax situations
Tax situations
Tax situations

Find extra guidance for your big life moves
For investors

For 25 and younger

For self-employed

For new to Canada

For life changes
Resources
Resources
Resources

Explore tax tools, get tips, and read reviews
Personal income tax calculator

RRSP savings calculator

Learning hub

TurboTax support (FAQ)

TurboTax community
Pricing

Community

Solved

Charles Schwab tax forms not importing in TurboTax

Forum|Forum|4 years ago
February 18, 2022
34 replies
0 views

Charles Schwab released their tax forms and I also have 3rd party enabled for TurboTax on their site.

But when I try to import Charles Schwab forms Turbo Tax Premier (desktop -mac) shows this message below in the screen "Sign on to Charles Schwab & Co., Inc" before even prompting me to enter my login info. There's nothing wrong with internet connection and I am able to import other forms. Please let me know what I may be missing. Thank you.

"This import was unsuccessful.

We recommend you check your internet connection and try again. If we still can't get your info, don't worry. We'll help you enter it manually so you can keep working on your taxes."

Best answer by susiequeue42

i had the same problem earlier today. i went to schwab.com, changed my schwab online password, then logged back in to schwab to be sure i saw my 1099 forms were available, then exited turbotax, fired turbotax back up, and started the process to import from them again. it worked after that. good luck.

susiequeue42Answer

johnsantaclara1Author

Thank you. It worked now!

jatland

“Login is temporarily unavailable.”

Not letting me login to Schwab site either. Fix this asap TurboTax, I paid for your service to be able to file.

_Kris_

Same here: "login temporarily unavailable." Tried every day since Friday, probably two dozen times or more. Just once I got it to accept the login credentials, then it timed out during 2-factor-authorization phase.

rbhacker

Same problem here - very frustrating.......

rbhacker

Further info. Called TT and spent time explaining the problem. They, of course, say it must be a Schwab issue - tried to call Schwab but, markets are closed today. Doubt it's an issue on their side however. I have several brokerage accounts - all work except for Schwab. Also, when I try to download Schwab I get a pop-up from Intuit asking me to sign-in, then a pop up screen asking me to enter my Schwab credentials. Neither of these two screens appear with my other brokerage account nor have they ever appeared in past years of filing with Turbo-tax.

wideglidejrp

I believe Schwab made significant changes in how they let others connect to schwab.com. There were many problems for Quicken users. They eventually got everything working, but I suspect the changes Schwab made are what is now impacting TurboTax.

waddyhead

Don't be upset that you could not login to Schwab. When you are able to access your docs (1099s), the TurboTax program does not read the fields and transfer all the info from the Schwab forms. Get ready for using the "Review" and "Edit" buttons on the program.

hydroguy99

When I imported my 1099-B into Turbo Tax today, Line 1d-Gross proceeds is only showing up. It's not importing Line 1e- Cost Basis! Hence, my Realized Gain is indicating a huge Realized Gain which is inaccurate!

hydroguy99

My mistake! The cost basis was correctly brought into TT and realized gain is accurate!

GEC44

Same problem. Spent about an hour on phone with Schwab folks last Friday. Was finally able to download okay yesterdayl But Turbo Tax was not working properly & needed to download again. But, same problem as last week saying Not working at this time;; try later or call customer service.

gec441

Tried again this morning (Tuesday, Feb 23rd) and it all worked!

ejudge69

Yep, same here. Works now.

Hawkeye4

Same thing is happening for me. Can NOT LOG INTO SCHWAB. VERY FRUSTRATING.

mamarks

Thankfully the guidance above worked for me and I am now able to download my Schwab account records for TurboTax.

ejudge69

What guidance was that? I have changed my Schwab password, rebooted and retried. Still telling me login is not working. Even better I can't access the "Cancel" button from the login screen so need to force quite TurboTax.

xyz123456

Happened to me. I quit Turbo tax and opened again. It then requested on online intuit account to load bank info. I created that and then loading Schwab worked fine.

bmb823

I'm having the same issue. Super frustrating. I also hate that I had to log in to my Intuit account to then be able to log into my Schwab account.

Getting the "login isn't available" message. I did change my password at Schwab and it didn't do any good.

wideglidejrp

The reason for the login to Intuit.com is to authenticate you so when you log in to schwab to download to TT, they know it is really you.

kstory-aol-com

Still not able to download Schwab 1099 form data. Getting message “unable to sign you into TurboTax Cloud. Please check your sign on and try again.”

PAGolfer

The issue seems to have reared its ugly head again. After connecting early today, I'm suddenly unable to connect to Schwab.

sjlepine

Horrible experience this year. Any alternate income tax solutions ? Thinking about it for 2022.

HeatherPLO

@sjlepine

Thank you for reporting your experience. This is a known issue that looks to be resolved.

If this still isn't working for you, please try to utilize the workaround posted on this thread here.

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"

Speed-Racer

To be clear, this issue has not been resolved.

gsavadov

I'm having the same issue as everyone else. However, the issue is only when I try to import 1099s from Schwab. Seems to work with other brokerage firms. I'm on a Mac. Called TurboTax customer service and they were useless. Didn't even acknowledge that there's a known issue. Very frustrating. Any suggestions?

wideglidejrp

Yes, this is a Schwab problem. I talked to them today and they acknowledge it is their problem and they are working on it. I opened a case with them so if it is not fixed in another day, I will pursue.