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Get your taxes done using TurboTax
contact Schwab because while you may be able to view and download the 1099-B/Div/Int. the file for import is a different electronic file that may not be ready.
did you see the screen where you have to check off each 1099 that you want to import? if not you missed a step
the screen should also have a blue link lower right that says "import now". i just tried importing and had no issues.
‎February 17, 2024
6:20 PM