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Get your taxes done using TurboTax
A suggestion is go into your Schwab account and click on the option that allows for sharing. Then sign off and go back to try downloading into TT. The verbiage you're now seeing is what CS has on their site to authorize sharing. Since you will now have already authed CS to share, it should skip this step with in the TT download process. Good luck.
‎February 28, 2023
8:49 AM