TurboTax trouble with Schwab

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bondsr4me
Posts: 1996
Joined: Friday Oct xviii, 2013 7:08 am

TurboTax problem with Schwab

Mail past bondsr4me »

I keep trying to import my Schwab taxation info into TurboTax, just tin't become the Schwab login to go thru.

It keeps telling not available….to continue trying or endeavor later.

Anyone else having this issue?

No problem with Fidelity or Vanguard.

Cheers.

Yarlonkol12
Posts: 567
Joined: Thu Apr eleven, 2019 4:28 pm

Re: TurboTax problem with Schwab

Post by Yarlonkol12 »

Yeah, I saw that this morning, I think there were just too many requests coming in as today is the starting time twenty-four hours the data is available for import.

I tried again a few times and information technology somewhen worked, could probably also just await a fleck

My posts are for entertainment purposes only.

BarbBrooklyn
Posts: 1215
Joined: Fri Aug 24, 2018 9:33 am
Location: NYC

Re: TurboTax problem with Schwab

Post by BarbBrooklyn »

Simply tried to import my consolidated brokerage statement from Vanguard. TT says that it'due south "unavailable" from Vanguard, even though I downloaded it this AM.

BarbBrooklyn | "The enemy of a good plan is the dream of a perfect programme."

Topic Author

bondsr4me
Posts: 1996
Joined: Fri Oct 18, 2013 7:08 am

Re: TurboTax problem with Schwab

Mail service by bondsr4me »

BarbBrooklyn wrote: ↑Friday Feb 18, 2022 12:20 pm Just tried to import my consolidated brokerage argument from Vanguard. TT says that information technology's "unavailable" from Vanguard, even though I downloaded it this AM.

haha….technology is great…..when it works correct!!

DetroitRick
Posts: 1100
Joined: Wed Mar 23, 2016 9:28 am
Location: SE Michigan

Re: TurboTax problem with Schwab

Post past DetroitRick »

My lucky day -I tried and succeeded with download today at around one pm Eastern. Like others have said, just keep trying - it'south the showtime 24-hour interval of download availability.

Also got a security reminder immediately afterward from Schwab, maxim "Authorized third-party admission to your Schwab financial account data". And an on screen (TurboTax) reminder during the process to modify countersign after. Squeamish impact for security's sake.

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RustyShackleford
Posts: 1572
Joined: Thu Sep 13, 2007 12:32 pm
Location: NC

Re: TurboTax trouble with Schwab

Post by RustyShackleford »

Thought I found the problem. If, logged into your Schwab account, you go to Service->SecurityCenter and curl downwardly a ways, there is a department where yous can enable 3rd-political party admission. All the same, I'm yet not able to log in (from Turbotax). I'll keep trying.

Needless to say, later uploading your forms, information technology'southward a practiced idea to disable 3rd-political party access, and peradventure a good time to modify your business relationship passwords equally well.

Gus Chiggins
Posts: 62
Joined: Thu Apr 16, 2015 8:35 am

Re: TurboTax trouble with Schwab

Post by Gus Chiggins »

RustyShackleford wrote: ↑Fri Feb eighteen, 2022 three:34 pm Anyone had any luck ? Do we think information technology'southward a systemic issue, or some settings y'all have to enable at your Schwab business relationship, or only an overload since this is the kickoff solar day ?

I was able to upload my 1099 consolidated from Schwab to TurboTax (downloadable version) this morning (west coast time) without issue.

schachtw
Posts: 213
Joined: Monday Jul 06, 2015 6:15 pm

Re: TurboTax problem with Schwab

Mail by schachtw »

For Schwab:

Login to your account. Go to the Services tab, and scroll down to 3rd Political party Admission

Hitting the radio button allow 3rd political party access.

Yous should bd able to import your Schwab 1099 information.

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SeekingFI
Posts: 20
Joined: Wed Apr 27, 2016 1:32 pm

Re: TurboTax problem with Schwab

Post by SeekingFI »

Thanks for the tip but within TurboTax, the Schwab popular-up window even so says "Login is temporarily unavailable. Delight try once again later or call customer support". Looks like we are the beta testers.

SpideyIndexer
Posts: 668
Joined: Thu April 02, 2015 10:xiii pm

Re: TurboTax problem with Schwab

Mail by SpideyIndexer »

I am getting a message that I need to log into my Intuit account in order to download Schwab forms. I think this is required for TT online merely should not for desktop TT. Anyone else meet the event? Schwab ever seems to be a hassle. Other brokerages have downloaded fine.

SpideyIndexer
Posts: 668
Joined: Thu Apr 02, 2015 10:thirteen pm

Re: TurboTax problem with Schwab

Post past SpideyIndexer »

I am getting a message that I demand to log into my Intuit account in social club to download Schwab forms. I think this is required for TT online but should not for desktop TT. Anyone else meet the issue? Schwab always seems to be a hassle. Other brokerages take downloaded fine.

schachtw
Posts: 213
Joined: Mon Jul 06, 2015 half-dozen:xv pm

Re: TurboTax problem with Schwab

Mail service by schachtw »

I have both VG and Schwab accounts. The VG import didn't require whatsoever Intuit login account information. It appears each brokerage company has specific Turbo Revenue enhancement import criteria.

I did accept to create an Intuit account to import my Schwab 1099 data. I also immediately changed my Schwab password.

SpideyIndexer
Posts: 668
Joined: Thu Apr 02, 2015 10:13 pm

Re: TurboTax problem with Schwab

Post by SpideyIndexer »

I'll probably merely blazon in my Schwab information as it's not very complicated.

The other funny thing about Schwab THIS Yr was that when my 1099 was supposedly available, I downloaded a PDF simply to discover it was something that could not be opened. This was 7-10 days ago. Don't know why Schwab has so many problems or requires an Intuit login.