Solrac
New Member

Get your taxes done using TurboTax

I double checked.  I'm logged into my brokerage account.  Clearly something changed since last year.  Either Schwab renamed a file such that TurboTax doesn't detect it, or TurboTax had a code change is is no longer finding the file.  To get this fixed I'd be happy to provide details including screen shots.

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Meanwhile, I don't have time to wait so I will enter the data by hand.  BTW, I ran through the scenario on your competitor.  Their approach was to have me download the report from Schwab and then upload to them.  It worked.

 

So get it together.