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Get your taxes done using TurboTax
if you are seeing the numbers you are not at the right place.
for desktop versions of Turbotax go to the file tab select import enter Scwab as the company and follow the rest of the directions which will require you to log into you schwab account so do not be logged in when you try this
for online premier (lower versions do not have an import option) look for the line in the investment income section for 1099-B. look for the blue link that says "add investments"
March 16, 2025
8:55 PM