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Unsuccessful imports from both Schwab and Fidelity
I'm running TurboTax Premier 2024 (freshly updated to 024.000.0308 on a Windows 11 machine.
I've attempted to import financial forms from Schwab and Fidelity. In both cases I get the following error.
I'm reasonably certain that the data is available because I have downloaded pdf versions of the forms.
I'm at a loss about what to try.
Thanks in advance!
‎February 25, 2025
6:41 PM