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Charles Schwab brokerage download
I am trying to download my brokerage tax info from my Charles Schwab accounts. I have gone through all the steps several times, connected to my account and TurboTax says "We got your tax information you can now go back to TurboTax". When I go back there is no information downloaded and I'm on the page I started on to find the brokerage account from the long list.
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‎February 18, 2024
4:01 PM