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February 15, 2023
Question

Apparently TurboTax and Schwab are not in sync on availability of docs for import...

  • February 15, 2023
  • 3 replies
  • 0 views

    3 replies

    February 16, 2023

    Please ensure that you have enabled third-party access within your Schwab account. Although your screenshot differs from the message in this help resource. The third party access rule still applies. Let us know if your issue persists after looking into it.

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    cschoppaAuthor
    February 18, 2023

    Okay - it is Feb 18 and doc import from Schwab works now

    February 19, 2023

    you're trying to import PDFs. that doesn't work. PDFs are for download they will not import. 

    in Turbotax when you get to interest income'

    click on the add 

    then import from broker

    then select schwab

    then continue

    you should see a message about opening a window in your default web broweser

    then ok

    then get my form

    log in 

    check grant access (scroll down if needed) 

    continue

    accept

    select account(s)

    continue/done

    after successful connection go back to Turbotax

    and check off the items you want imported.   

    then import now. 

    need help contact Schwab.

     

     

     

    just an FYI imports are formatted differently than PDFs