I am having two difficulties with Charles Schwab:
1. I am getting an error that reads:
"Cost basis accuracy cannot be guaranteed fo the client-provided data or securities transferred to Schab."
I called Schwab and they were thoroughly unhelpful.
2. I am unable to enter a second set of credentials (my wife's) to get her information.
I went with Delux this year, is it worth getting Premier? All said I am only reporting total sales around $1500 or less.
1) if Schwab can't help you TT can't either. if you can't import with Deluxe, I doubt upgrading to Premier will help
2) as to your spouse, changing her password might help.
it might be just as easy to enter info manually unless you have a lot of small trades.
at least you hopefully didn't have Schwab overreporting proceeds, but not cost by over $12,000. I called and asked for the extra $12K. was told they look into it. they would get back to me by Friday. it's Friday after market close and still haven't heard from them.
for my wife, when I click on import and select CS, it does not give me the option to enter credentials, it just gives me an error.