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Get your taxes done using TurboTax
Schwab has the information available, and gives me the message that 'success, we've got ur tax data, you can return to TurboTax' but when I click to do that, my desktop version says 'this import was unsuccessful'.
I followed ur recommendation to provide access, but no Local Network Access checkbox that I could see. Screenshot attached. Please advise, as I've been using TT for over a decade and never had issues importing brokerage data.
Adam
2 weeks ago