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Get your taxes done using TurboTax
***UPDATE***
Well, today, for the heck of it, I decided to add another 1099-B, deleted it and the 2024 information posted correctly.
I concur. After a telephone conversation that lasted over 3.5 hours, the agents concluded there was nothing they could do. While they worked diligently, we reviewed the 2023 return, uninstalled TurboTax Deluxe 2024, restarted the PC, reinstalled the program with a new license key and the result was the same. The Schwab download appears to be correct; however, the result doesn't post to the Investment Income category. Disappointing. IT guys, are you there?
March 23, 2025
5:25 PM