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Get your taxes done using TurboTax
Same issue again this year. I just downloaded by forms for this year from Schwab - Tax deferred accounts were available a few weeks ago and the Brokerage account shows a date of 2/9/24 but just made available today 2/14 yet TurboTax shows those won't be available to import until 2/16/24
‎February 14, 2024
3:29 PM