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Get your taxes done using TurboTax
I've checked all the info and found no solution. When I select Schwab from the drop down menu instead of being prompted to log into Schwab I get an Intuit log in screen, although I had selected in Schwab to link to TT. I had done this approximately one month before Schwab had the info available to download to TT.
The only thing I can think of is that in late 2022 I used TT, as I've done years before, to estimate my taxes so I could forward an estimated tax payment (if needed) to the IRS to avoid a penalty. When the actual Schwab info was available I cleared the estimated capital gains I had previously entered. That's when I encountered the problem.
‎February 22, 2023
4:49 AM