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Get your taxes done using TurboTax
Dear Miss/Sir,
I am trying to download the information from Schwab and Turbo tax will not let me download. Turbo tax requires a 9 digit account but Schwab has only 8 digits. Secondly Turbo tax require a document number and Schwab only has a ID number. Again the digits do not match.
I had no trouble in downloading the TD Ameritrade data also from Schwab.
Please could you help me.
Thanks
March 16, 2025
1:37 PM