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Get your taxes done using TurboTax
@micannde Thank you this worked for me too.
- Go to Schwab.com and sign in
- Click the profile picture icon in the upper-right corner next to Logout
- Click "Security Center"
- Scroll down to "Third-Party Access to Account Information"
- Under OFX, select "Enable Third party access"
- Click "Save"
- Come back to Turbotax and it should import your documents now.
March 1, 2020
5:24 PM
5,555 Views