I have to load data from 3 different closed Schwab files to TT.
I enter into the TT process and get a pop-up screen/gateway that shows one 'open' Schwab file, but not the closed files I can see when I log into Schwab normally.
On that screen it states..."Select the Schwab account(s) you’d like to link to Intuit. You can link all your current accounts. Tax forms for closed accounts will need to be downloaded from schwab.com/taxforms."
Are they available to automatically download files (to TT from schwab.com/taxforms) in some other way or am I stuck with typing it in?
