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Get your taxes done using TurboTax
I have the same issue. My husband and I had a joint Schwab account in 2023. He passed away in Sept. 2023, so I now have a new account # in my name only. TurboTax won't import our joint account 1099 since it is "CLOSED". UGH is right!
‎February 16, 2024
7:17 AM