I find TurboTax's ability to download complex brokerage forms extremely helpful.
Today I received an email from Charles Schwab informing me that my 1099 Composite is now available.
It's great news that my investment tax information is ready earlier than promised this year.
Unfortunately TurboTax is 'hard coded' to block any attempt to download this information before the "official" availability date. Rather than allowing me to enter login information and check the server I'm blocked from doing so with unhelpful messages such as:
"According to Charles Schwab & Co., Inc. documents will be ready for import on following dates
Form 1099-B available from Saturday, 18 February 2023 at 00:00:00 PT onwards ...
Being actively blocked from accessing my financial information by TurboTax for the next two weeks is an unnecessary annoyance. I'm sure there are lots of excuses that sound great to the programmers but this is pretty insufferable for the end user.
