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After you file
for Schwab you must check that all the forms that needed to be imported are checked off after you log in. 1099-div, 1099-int, 1099B. 1099-misc, 1099-R. even then and this is true of most if not all brokers, some info that is reported can not be imported.. since TT is a do-it-yourself return, I would say checking the consolidated 1099 to make sure that either everything was imported or that you manually enter what isn't is your responsibility.
‎October 12, 2020
11:10 PM
1,236 Views