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Get your taxes done using TurboTax
Thanks Mike. Agree that if the 1099-B were 100 pages it would be a royal pain. Mine wasn't more than 10 pages, and entering the necessary data manually probably didn't take over 15 minutes. So the most annoying piece was the fact that anything had to be done manually, since that wasn't the case the last 10+ years (or as long as importing direct was possible). I had this same problem last year, but finally had a successful download after half a dozen tries. All that said, I'll continue to use TurboTax for foreseeable future. The confidence that the TurboTax error checking will find my mistakes or omissions outweighs the temporary (I hope) inconvenience of this Schwab 1099 download issue. Plus a 25+ year TurboTax habit is hard to break...
‎April 24, 2024
6:31 AM