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Importing 1099 from Schwab
When I try to import 1099s from Schwab, turbo tax tells me to enter account credentials below, but the window does not provide blanks where the credentials should be typed in. And of course, it fails to import the data without those credentials. For Fidelity and other institutions, TurboTax shows you the same window, but it includes blanks for typing in the credentials.
I'm wondering if it is just automatically using the credentials I put in last year. My PW has changed since then and needs to be updated, but I can't see a way to do that.
How do I get it to allow me to input Schwab credentials?
March 11, 2022
10:09 AM