topic Re: Charles Shwab importing in Get your taxes done using TurboTax

Charles Shwab importing

rjimtribe — Tue, 10 Feb 2026 10:11:01 GMT

Ameritrade was bought by Charles Shwab last year. I've checked and noticed alot of people have had problems importing their taxes to Turbo Tax in 2022. Is there still a problem or have they corrected it for 2023?

Re: Charles Shwab importing

Critter-3 — Tue, 09 Jan 2024 19:29:33 GMT

Importing from brokers this year will not happen until sometime in mid to late February when the brokers open that option up.

Re: Charles Shwab importing

rjimtribe — Tue, 09 Jan 2024 22:29:23 GMT

Not doing my taxes at the moment. I've read that people last year had a lot of trouble importing their tax information from Charles Shwab. I want to know if this has been fixed. If not I'll probably try another software.

Re: Charles Shwab importing

Mike9241 — Wed, 10 Jan 2024 04:23:43 GMT

I had no problem last year but then my account was with CS. Many that had problems were those that had their a/c transferred from TD Ameritrade when CS bought it out. Don't know for 2023 because import will not be available until 2/16 per CS website.