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Get your taxes done using TurboTax
YOU DO NOT HAVE TO MANUALLY ENTER THE DATA!!! There's a simple fix:
I found a March 2024 answer to a similar question and tried it: "Call Schwab, they will temporarily reactivate your closed account so Turbotax can recognize and import from it."
I just contacted Schwab today and the solution is still accurate. Schwab gives you a one-hour window where the closed account is reactivated so you can import to Turbotax. I had no problem importing the data from the "closed" account.
***Be sure you ask them specifically to reactivate the account to enable importing the data.
‎February 28, 2025
3:42 PM