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Get your taxes done using TurboTax
Yes. I did get a pop up screen which listed all the possible tax forms for all my Schwab accounts. Only one was checked (the overall 1099), but I went ahead and clicked on all. So by rights, all possible tax files in my Schwab accounts should have been imported into TurboTax. And, I just went through all those steps again moments ago (n case any TurboTax to Schwab changes made). No difference. TurboTax claimed all imports successful, but no data actually in my TurboTax file. And Import Summary indicates 0 item(s) have been imported.
‎February 21, 2024
7:47 AM