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Get your taxes done using TurboTax
I just spoke to Schwab. This is a known technical issue on their end. They told me to wait until 2/28/2025. This is very annoying because they sent erroneous emails stating that TurboTax 1099 downloads would be available 2/14/2025. The gentleman I spoke to was super knowledgeable and seemed to know that many, many people had this issue due to the miscommunication from Schwab.
BOTTOM LINE: unless it has somehow worked for you, wait until 2/28/2025 or later and that's fresh from Schwab.
‎February 26, 2025
5:04 PM