Talk of The Villages Florida - View Single Post - TurboTax will not import Charles Schwab year end tax 10999 information.
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Old 03-16-2022, 09:44 AM
SPI_Rick SPI_Rick is offline
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I had the same problem. No help from either Turbo Tax or from Schwab. I spent a lot of time looking online at various forums and saw other people having the same problem. I tried several things that were suggested online and this is what finally worked for me:

Log onto the Schwab website.

Go to “Service” > “Security Center”

Scroll down to the place where you see “Third-Party Access to Account Information”

Select “Enable Third-Party Access”. Yes, it may already be selected if you use Quicken or some other application, but just make the selection and then click on “Save”.

See if the download is now working.

This is what worked for me. Some people found that this didn’t work and they needed to do the following also:

If download is still not working, then go back to the “Third-Party Access to Account Information” section and click on the “Disable Third-Party Access”. Click on “Save”. Now re-select “Enable Third-Party Access” again and click on “Save”. See if the download is now working.

Last edited by SPI_Rick; 03-16-2022 at 10:56 AM.