Question

Documents not importing from Charles Schwab to Turbotax 2023

Forum|Forum|2 years ago
February 24, 2024
1 reply
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I've gone through the motions to import my CS tax summary several times on two different accounts, and although TurboTax states in the online download permission window that the process was successful and "we have downloaded your tax info", nothing shows up in my Turbotax.

Is this a failure, or am I supposed to find a file somewhere on my PC for Turbotax to open?

Windows/Brave browser/ TurboTax Premier 2023

SteamTrain

Employee

Another person who had similar issues with a Fidelity import....they finally found that they had to delete the cookies related to Fidelity.....then it finally worked

Might be something similar for Chas Schwab. Not sure how you delete just the Chas Scwab cookies (in whatever browser TTX is using to have you log in to Schwab).....so just delete them all and try again.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

T

Tpell1522Author

TurboTax was unable to import Charles Schwab tax info in my Brave browser. I had to disable privacy features in order to do so. Perhaps Intuit needed to know more than my account number....