Not sure if any of those in this thread are still watching it. I tried again with my iMac to find the right keychain so that I could use it to have Charles Schwab download my 1099s. I don't know exactly how I found it now, but I stumbled it to it. I used it and the 1099s were all downloaded. I had a bunch of them and really didn't want to hand enter all the data. this feature is the major reason I still use Turbotax each year.
had a problem getting the 1099-R to reflect the taxable portion of the RMD. Received some good help from one of the experienced members of this forum and was able to get that to work. I'm almost ready to file my 2022 taxes now.
I wish it was easier to get telephone support from Turbotax. But, there is good help here on this forum. Thanks!!!
Just lost this post before it was posted. Thanks for saving my draft so I didn't have to retype it.
Posting before it gets lost again!!
veehbj
