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Get your taxes done using TurboTax
When you import data from a brokerage, TurboTax does not import the PDF that you see in your online account. It imports a special file that the brokerage sets up specifically for importing by TurboTax. Since it's late in the tax filing season, Schwab may have taken their TurboTax import files offline. If that's the case, you will have to enter the information manually.
‎September 1, 2022
5:07 PM
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