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Deductions & credits
I have tried this multiple times and the same problem. In the past TT duplicated the entries if you did a second download. Now, it deletes ALL previous entries (from a given financial institution) and then just downloads the specific one you want. It looks to me like I have to manually delete all of the Schwab entries and then do the download again with all of my accounts. It is a timing problem when Schwab does not release all of the 1099s at the same time and you want to do taxes piece by piece.
I wish TT managed this by specific account numbers within Schwab and not just all accounts as a bunch from a single financial institution. Please let me know if I am doing something wrong, but I have tried this several times.
yesterday