This is very confusing and not at all clear.
All that is imported are the Schwab documents.
You have to logon to Schwab and download the documents for TD Ameritrade.
Then in tax program select TD Ameritrade and get document #, and account from the downloaded items.
This is 2024 and Intuit cannot figure out how to get all this in one sweep, SMH!
Also new version downloaded today and 3 aborts, What the hell is that about.
