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Get your taxes done using TurboTax
Thank you for posting your solution. After closing and restarting TT and then selecting Schwab as brokerage it opened a tab to Schwab in a different browser and provided directions as to how to transfer the data. I didn't have to change the password in doing so.
TT needs to be more pro-active in informing clients of these changes as this added 30 minutes to tax reporting.
‎February 21, 2023
12:06 PM