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Get your taxes done using TurboTax
My wife has two accounts through her work. One is for ESPP. This is listed as the 'brokerage' account. I can down load the 1099-B for this account. But my Schwab Equity Awards account for my companies Restricted Stock Grants cannot be down loaded. This is the account where all her trading is done. I guess I have to enter it manually. I really dislike Schwab. My company uses Etrade for company stocks. So much better.
‎February 17, 2024
6:56 AM