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Get your taxes done using TurboTax
Same. Went on with customer support and did the following with no success:
1. Verified 3rd party access enabled with Schwab
2. Uninstalled and reinstalled turbotax
3. changed password at schwab, shut down turbotax, relaunched turbotax again, and tried again
4. cleared cache and cookies from browser
The workaround I was given? Enter the 2,000+ trades from my 1099-B manually. They don't even have the option of importing a CSV file, which is ridiculous.
March 6, 2022
5:24 PM