I am attempting to import 2025 1099-DIVs from 2 institutions: Charles Schwab and Merrill Lynch.
After logging into their sites (from within TT), it shows an animated gif of TT talking with the institution. After a while it says 'All done!'. I return to TT and forms are blank (except for Financial Institution name, Fed ID, and my Account numbers). Additionally, Form 1099-B is not imported at all.
I have been doing this for several years! I do not want to input all the 1099-B info manually!
Suggestions anyone?
