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After you file
>Go online and log into your account. Review your brokerage report.
I can't, it's Ameritrade and after becoming Schwab I can't log in to Ameritrade anymore. I spoke to Schwab already and they told me there would be a separate Ameritrade 1099 set coming.
I got ahold of turbotax support yesterday, they confirmed the email I got was misleading. I can't import the Ameritrade information 'today' because I don't have the document ID from a printed copy yet.
‎February 28, 2024
8:11 PM