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Get your taxes done using TurboTax
I was finally able to download the data from Schwab. I deleted forms that were carried forward from last year and started again by linking to the Schwab site. Now I could download.
One of the differences from using the desktop version last year is that this year it appears that the account interest form is downloaded separately from the account's dividend form. Again, more downloads for each account at Schwab. It is much more confusing, to me, than it was last year.
‎February 15, 2026
8:08 AM