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Schwab Corrected 1099 Not imported Corrected Data - as of March 13, 2023 only previous Corrected 1099 loading
I got an alert from Schwab for another CORRECTED 1099 but when loading the update, it was the previous Update. The PDF 1099 on the Schwab Web Site had the CORRECTED version dated March 10, 2023.
I suspect the TT data version has not been updated yet by the Schwab IT Team. I will try in a few days.
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I had a similar experience w/ TD Ameritrade. Their PDF CORRECTED version was available but not the TT version. It was fixed after 3 hours by Ameritrade.
Update: 3-14-2023 - All Corrected documents uploaded w/o issues. I just waited a few hours and the TT upload got all the new corrected 1099's
March 13, 2023
6:21 PM