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

Question

TurboTax 2024 Windows Import from Schwab is Broken

Forum|Forum|1 year ago
February 16, 2025
6 replies
0 views

Spent an hour on the phone with Intuit support without an answer. 1099s are all available and I have downloaded the pdf files. I have done this for the past many years without problem.

When I do Import in TurboTax 2024 I get this sequence:

* Logging Into Schwab in browser tab

* Schwab says making available list of accounts

* Intuit URL says importing from Schwab accounts

* Intuit URL give green check mark that all info has been downloaded

* Returning to Turbotax: no new screen, no acknowledgement of download, no 1099s in list of form, nothing in the Income summary for those accounts.

==> the mechanism between Schwab and Intuit is broken ... NEEDS FIXING

TurboTax Home & Biz Windows

CatinaT1

If you are using TurboTax Online, try importing using a different browser.

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"

davideisman

I am having same issue and worked with phone support three times. twice they accessed session remotely and could not get it to work. Each time final screen from Schwab states import successful and to return to TurboTax to find nothing. Last support specialist had me remove software and reinstall still no joy. Both calls attempted three times to export and everything appears to work but nothing populates in TurboTax.

I have an account at Merrill which imported without issue.

How do I resolve? I am using desktop version.

jmorgie7Author

Resolved.

My default browser is Brave which i like because a lot of builtin security. which stopped the downloads. Changed default browser to Edge and download worked fine. I suspect actual Chrome browser would also work but some other firewalls, security watchdogs etc. may stop it.

Ralph123x

I'm having the SAME issue! Very frustrating. Using TurboTax desktop on Windows, using Chrome browser.

Jonelle0

Employee

Same problem here but with Wells Fargo. Using TT Premier desktop & edge browser. Have talked several times to Intuit & to Wells Fargo. No luck with either one. There seems to be no way to get to someone in Technical Support. I have used TT for over ten years & never had problem like this. I bought TT because I DON"T want to manually input my data!!!

VolvoGirl

Employee

I imported my friend's Wells Fargo fine. She has 2 broker accounts and a 1099R. Are you picking the right Wells Fargo? Wells Fargo Advisors?

lostarky2020

I had the same issue with TurboTax desktop on Windows 11, using Brave.

I tagged off another commenter's solution using Edge for the import.

I temporarily made Firefox my default browser and the Schwab data imported successfully.

mengero

I tried using Firefox. All accounts still don't download for me.

lostarky2020

That's bound to be frustrating.

Check to be sure your browsers are up to date.

You might try turning off the tracker protection in Firefox or creating temporary exceptions for Schwab and Intuit (Settings > Privacy & Security > Browser Privacy > Manage Exceptions)?

If you're using Brave, try turning off Brave Shields (found this tip in older posts about this issue).

I don't use Edge or Chrome, but you could try something similar with those.

Otherwise, I would think maybe antivirus/firewall or VPN interference might be possibilities.

I hope the browser solutions work. Don't forget to restore your privacy settings when you're done.

RmB50

TurboTax 2024 IMPORT from Vanguard is broken ... fix it already

canishel

My fix may not apply, BUT

I had the same issue about not being able to import from my financial institution. Turned off (McAfee) VPN and it worked.

LindaS5247

Make sure your transactions aren't going over the TurboTax limits:

Both TurboTax Online and TurboTax Desktop are able to support up to 10,000 of any combination of transactions and imports.
TurboTax Online can support up to 4,000 non-covered transactions (items such as options or cryptocurrency that aren't reported to the IRS).
The import file size is limited to 4MB.

If your transaction numbers are getting close to these limits, it can cause the system to lag or time out. If this happens, you may need to clear your return and start over. Then try entering the sales section totals into TurboTax, rather than entering individual sales. If you still encounter issues, you may need to switch to TurboTax Desktop to continue your return.

Here are some troubleshooting tips for importing:

Sign in to your brokerage account and confirm you have enabled third-party access to your account information.
Change your password for your online brokerage account, then sign back in to TurboTax and start the import process again using your new password.
Double-check that you're entering the right credentials on the import screen. Depending on your institution, you could be asked to enter any combination of username and password, fund number, account number, or document ID number.
Check with your brokerage to see if you need to be enrolled in online access in order to import.
If you're using TurboTax Desktop, make sure your program is up to date.
When signing in to your brokerage account from TurboTax, try entering two extra characters at the end of the password, then delete the extra characters and press enter.

You can also try Troubleshoot TurboTax Desktop for Windows issues.

If you cannot import, you can always enter your Forms 1099 manually.

Click here for "What if I can't import my 1099?"

If you have additional information or questions regarding this, please return to Community and we would be glad to help.

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

jg561707

Changed my default browser to Chrome and same result - I get all the "right, confirmation msgs that data has been reeceived but TT doesn't show it. Very frustrated - Paid for the Premier desktop version - never again!!!