Hi,
While the import worked fine (2/16), it's not downloading the Form 8949 (gains & losses) portion of your data! ONLY if you are the person managing the account would you know that you did some trades, etc. so many folks will be missing it.
IT APPEARS CHARLES SCHWAB MISSED THEIR TARGET DATE OF 2/14 TO SUPPLY US WITH ALL OF OUR INFORMATION NEEDED. IT'S THE Form 8949 that shows the gains and losses which are needed to figure out your taxes! Is their a DUE DATE that this broker must have this information transferrable (not a PDF or CSV) into my Turbo Tax Deluxe form? What can we do to put some pressure on Charles Schwab? I'm just glad my husband was working with me and noticed those numbers were missing!! They should have kept it failing until ALL required data was transferring.
