After linking TurboTax as a third party to import tax forms, I noticed that only the brokerage accounts documents were presented as available. Schwab says that the "BANK" 1099-int's ARE available for import but for some reason TurboTax is NOT being presented with them as available or is not asking for them. Of course, I can manually download the pdf's and enter, which I will do, but am still curious why this is occurring. Also, it makes me wonder if in past years I overlooked this and need to go back and check!! Please advise if this is a known issue or not. Thanks a million.
PS Anecdotally, the said Intuit Quicken usually can and does get both brokerage and bank documents but for some reason TurboTax doesn't. Don't know if that's true but that's what they stated. Please advise.
