Just typed a long reply and something happened and I lost it. I'll try again. I had trouble last year getting the Charles Schway 1099 to download. Had to use iCloud to get into the Schwab data. Last year I was able to run Turbotax on my iMac. Won't work this year as it is too old. This year iCloud access wasn't necessary and I was able to install Turbotax Premier 2023 on my MacBook Pro running Ventura 13.6.5 Mac OS. The 1099 data from Charles Schwab downloaded without a problem. So something in Turbotax was changed this year and it worked. Be sure to download the updates, which are a lot, and then enter the license code and it should be off and running. I do backups several times as I'm running it, just in case. Not finished yet as I'm trying to get some K-1s from some investments. It works this year, just be careful to follow the directions and you should be OK.
veehbj
