Skip to main content
February 18, 2023
Solved

Stuck In Import Loop With Charles Schwab

  • February 18, 2023
  • 3 replies
  • 0 views

I'm using the Premier version for Windows.  I follow all the prompts to import from Schwab.  The log-on is successful and I get a webpage with the following: "Success! We got your tax data. You can now return to TurboTax."  When I return to turbotax and hit continue it starts the import all over.  It's an endless loop of "successes".  Anyone else having this issue?

    Best answer by MItch955

    Finally got it to work.  I was using the Brave browser and I turned off all of the safety features (tracker blocking, etc) and it went through.

    3 replies

    MItch955AuthorAnswer
    February 18, 2023

    Finally got it to work.  I was using the Brave browser and I turned off all of the safety features (tracker blocking, etc) and it went through.

    February 20, 2023

    Glad to here that the issue is resolved. Thank you for the update.

    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
    February 22, 2023

    Having the same problem with edge.  Any solutions?

     

    March 11, 2023

    Thanks for the post and all the replies.

    I had my default browser as MS Edge, so I switched it to Google Chrome in order for the import to work.