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Downloading Brokerage Account Data
The data (2202) from my brokerage account at Charles Schwab was downloaded directly into my Turbo Tax file. When I went to file the return I was faced with the T T software said that the data in the Form 1099-OID was incomplete. What I had in hand was a Form 1099-OID from Schwab. Box items were not listed for several items hence the software would not let me file. Only by generating items to satisfy the software was I able to finally able to file. The irony is that the missing items were in support of a number that totaled $41.86, a trivial amount but none-the-less cost me more than two hours before finally getting past that roadblock. Either Charles Schwab or Turbo Tax needs to investigate whose task it is to smooth out the wrinkles at this interface.