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Get your taxes done using TurboTax
Yes, it's fairly easy to import from C. Schwab, once you give permission on the Schwab website, but be VERY careful when you do. I entered my IRA withdrawals manually and later imported all information from Schwab. The result was that my IRA withdrawals were entered twice. increasing my income by $26k. I came very close to filing on that basis. TurboTax should have recognized that the number had been entered twice, but it did not. This is a serious glitch that needs to be fixed by TT.
‎February 16, 2020
3:19 PM
8,198 Views