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Schwab 1099s not importing?
I was able to connect to Schwab and import 1099 info from one of my accounts.
However, another Schwab account which is available online (at schwab.com) is not showing up or importing via TurboTax. This is a brokerage account with dozens of pages of transactions. Not practical to enter manually.
For many years, I have used this feature without incident. This year, so far, it looks like a disaster.
‎February 21, 2025
2:52 PM