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Solved

Last year i was able to import my tax forms from Schwab. This year it says something unexpected happened and we cant connect to Charles Schwab & Co., Inc. Why?

Forum|Forum|1 year ago
January 31, 2025
3 replies
0 views

It made me link my account and all and Schwab shows that it is linked.

Best answer by VolvoGirl

When I try to import from Charles Swab it says the documents won't be ready to import until Feb 14 for all 1099 forms.

Employee

Although you might be able to view or print your information from the website, most banks, brokerages and other financial institutions do not have the data formatted for import into tax software before sometime in February. So if you are wanting to enter it sooner, you have to key it in by hand. Or….wait until it is available for import.

If you want to enter it manually, click the option that says “I’ll type it in myself”

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

It shows that i have a consolidated document and i have opened it to look at.

It looks like this: TAX YEAR 2024
FORM 1099 COMPOSITE
& YEAR-END SUMMARY

I will wait till later in February and try again

VolvoGirlAnswer

Employee

When I try to import from Charles Swab it says the documents won't be ready to import until Feb 14 for all 1099 forms.

I did not see this from my vantage point. I am sure this is my issue. I just get some odd message at turbotax.

Thanks for sharing

Charles Schwab is the only financial instituion where I'm having trouble importing. I get an error window that says:

We found duplicate installations of TurboTax 2024

I only have one copy installed with all updates. Called Intuit twice and they could not help me.

Check your Task Manager to see if you have two instances of TurboTax running. If so, close both and re-open TurboTax.

@vinceneedshelp