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Investors & landlords
you're trying to import PDFs. that doesn't work. PDFs are for download they will not import.
in Turbotax when you get to interest income'
click on the add
then import from broker
then select schwab
then continue
you should see a message about opening a window in your default web broweser
then ok
then get my form
log in
check grant access (scroll down if needed)
continue
accept
select account(s)
continue/done
after successful connection go back to Turbotax
and check off the items you want imported.
then import now.
need help contact Schwab.
just an FYI imports are formatted differently than PDFs
‎February 18, 2023
5:42 PM