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Investors & landlords
So what I found out is this: I have 3 taxable accounts with Schwab. When I selected the out-of-date form, TT actually deleted all my Schwab statements. Then when I uploaded, I just selected the one account to upload, (not noticing that TT had deleted everything.)
So I deleted that account again, then uploaded all 3 accounts. After that, my tax balances were similar to what they were before (a little les, actually).
March 2, 2023
10:34 PM