How do I download stock trades from Charles Schwab ?

gmnirr · ‎February 12, 2025

RobertB4444

Scroll down in the wages and income section of your federal return to 'Investment Income'. Then click start next to 'Stocks, Cryptocurrency, Bonds, Mutual Funds, Other'.

On the next screen it says 'Let us enter your bank and brokerage documents' and has a menu to find your bank. Find Charles Schwab and then you'll be prompted to log in to your Schwab account through TurboTax. Once the two are linked you'll be able to download the forms into your tax return.

@gmnirr

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