For those that had success, are you importing a 1099B form? I'm able to log into Schwab through TT, but when at the screen for selecting which accounts to import from, the only account there is the "Individual" account. When looking at the Schwab website, my 1099B form is under the "Employer Sponsored Accounts" section, not "Individual". Therefore, when TT is trying to import the 1099B, it's as if it "doesn't see" the form because TT can only see the "Individual" account. Does anyone else have this issue?
Sorry for the multiple "", I hope my explanation of my issue makes sense.
