Scan (download) investment data - mutual funds

shariuzz — Tue, 10 Feb 2026 09:44:47 GMT

I have 3 “Intelligent Portfolio” brokerage accounts with Schwab. Can I scan the necessary data in? If so, I have no idea how, can I call someone at schwab to help? And which Turbotax would I need to use? I have a 4 year old iMac using the latest OS.

Re: Scan (download) investment data - mutual funds

VolvoGirl — Mon, 22 Jan 2024 02:43:14 GMT

You can use the Online Premium version or any Desktop CD/Download program if your Mac meets the requirements. Mac System Requirements

https://ttlc.intuit.com/community/system-requirements/help/minimum-system-requirements-for-turbotax-mac-software/00/25609

Importing 1099 forms

https://ttlc.intuit.com/community/entering-importing/help/how-do-i-import-my-1099/00/26254

topic Scan (download) investment data - mutual funds in Get your taxes done using TurboTax

Scan (download) investment data - mutual funds

Re: Scan (download) investment data - mutual funds