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Investors & landlords
The import went fine. All three [int/div/capital gains] are listed in TurboTax. But they refuse to go into the tax form. Deleting them and trying to enter manually doesn't work. As soon as I enter one manually, it re-downloads Schwab's forms and doesn't fill the other 2. Somehow I finally got it to enter Div and gains--- but the .75 interest did not import.
March 4, 2025
5:48 AM