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TD Ameritrade accout transferred to Schwab
My 3 TD Ameritrade accounts were transferred to Schwab. TurboTax will not import the TD Ameritrade 1099 information (1099 int, 1099 Div) or the brokerage information from Schwab into TurboTax. TD Ameritrade has closed the accounts and tells me to contact Shwab for the information. I can see it in my Schwab account, but can't import it. What do I need to do to get this information into TurboTax?
March 19, 2024
4:56 PM