I went through the steps to import my Charles Schwab account. I got through the login with no problems. Accepted the agreement for Turbotax to be connected. It says it was successful and says I can return to Turbotax. But back on Turbotax it's still sitting on the screen with the "Back", "Contin...
Why this error message when trying to login into Charles Schwab ...
Charles Schwab released their tax forms and I also have 3rd party enabled for TurboTax on their site. But when I try to import Charles Schwab forms Turbo Tax Premier (desktop -mac) shows this message below in the screen "Sign on to Charles Schwab & Co., Inc" before even prompting me to enter my login info.
I have the correct login for charles schwab, but it Turbotax ... - Intuit
Solved: I keep getting a login failure when attempting to auto import my Charles Schwab 1099. 1) I have third party enabled in my Charles Schwab account -
The Schwab import server used the same login as the regular account but is a totally different server and there might be an error in Schwab on that server. Does your Schwab user name or password contain any special characters?
The login information to import from a broker into TurboTax may be different from the logon information that you would use to access Schwab's website. It may also be that Schwab has not yet activated this function. Last season, zubinh23 posted this advice concerning Schwab, Schwab.com Service Tab, then select "Security Center". Verify current setting below: Third-Party Access to Account ...
Why can't i import data from Charles Schwab. I contacted Schwab and they said the problem is on the Turbo-tax end. The message I get tells me to check my internet connection, but the internet is working fine. I cleared out the cookies. Still doesn't work...