- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
you don't download it. The PDF that you would download is not importable. Rather you import from a special file at Schwab
on the file tab select import
select from financial institution
a new window opens
type in schwab
double click on charles schwab when that shows up
follow the instructions carefully
eventually, you come to a window at schwab's website where the importable files show up
select those you want
and then follow the remaining instructions
check your import. some have reported problems importing from various FIs
it's your responsibility to see that everything was imported properly.
‎February 18, 2024
8:53 PM