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Get your taxes done using TurboTax
Thank you for taking the time to report that the forms are now flowing to TurboTax. The exact same thing occurred last year: Schwab reported tax documents available & posted PDFs in accounts but TurboTax would not allow import for another 24-48 hours. I reported this to Schwab both in 2024 & 2025 only to be told that it was a problem on my end. I also spent significant time troubleshooting only to find it resolved only when Schwab finally made the tax files available to TurboTax the next day. Schwab seems content to report limited availability as full availability but hopefully these posts will save others from wasting time troubleshooting a known Schwab omission & oversight. Thanks again.
‎February 27, 2025
8:55 AM
1,557 Views