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cks1
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Does Turbo tax pull Schwab stock trade information?

IRS indicates that Turbotax did not include stock trades from 2021. how do I ensure Turbotax includes all investment income?
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Does Turbo tax pull Schwab stock trade information?

You have to verify that all of your investment information that was imported when you accessed your Schwab account to import the Form 1099-B was completed and accurate.

There is no way TurboTax will know if the tax data imported was completed or accurate.

Does Turbo tax pull Schwab stock trade information?

Schwab has indicated that the 1099s won't be ready until 2/16/2024. even then corrected forms may come out later. one year I got a corrected 1099B in November of the following tax year. 

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