Schwab download

Forum|Forum|3 years ago
February 17, 2023
2 replies
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Schwab said on the 14th that their 1099 download is ready. TurboTax says it won't be ready until the 18th. What is going on TurboTax?

MoniqueLO_

Please see this Help Article for important information, such as import instructions.

If you need additional assistance, please feel free to contact Customer Support so you can speak with someone who can assist you.

@Joepet75

brendanc255

Download of Schwab 2022 1099s became available today, Feb 18 2023. I've spend hours trying to download many times, the connection to Schwab works OK (confirmed with Schwab Technical Support using a live debug session). My browser (Chrome, on Windows 10) reports "Success! We got your tax data. You can now return to TurboTax." but TurboTax doesn't respond. It just sits there, doing nothing, it never realizes that the data it is waiting for is ready.

I've tried restarting TurboTax, restarting my PC, starting new tax return in TurboTax. Also tried importing in the 1099-DIV, 1099-INT, 1099-B sections - all have the same behavior. Nothing works.

Schwab Technical Support person (exceedingly helpful) said they are successfully walking customers through the download process but have a few that are unsuccessful.

saltypaws1

Exactly the same issue. no help restarting.

Mike9241

the download is of PDFs if you want them. Can't be imported. the file(s) necessary for importing are separate and are available later. you have to go through Turbotax import steps to access the Schwab server that's holding the files you need for import. like from the interest income section in Turbotax- add form then import from broker. then read and follow the steps.