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Unable to import just recently (Feb 23) closed Schwab account 1099's to Turbo Tax.
Has anyone experienced this issue? I try to import 1099's from Charles Schwab to desktop TT. It only shows the current open accounts to import from. I had some account active on Jan 1 that I closed at Schwab in February. You can see them on Schwab and the forms, but Turbo Tax cannot see them or let me import them.
Schwab says it is a TurboTax problem on their import. They should allow importing all accounts, not just the current as of today open accounts.
Obviously Plan B is to manually enter all those 1099-B's. Ugh.
March 21, 2023
2:39 PM