Trying to import 1099 from Charles Schwab but get a message that 1099 not available until February 13, yet on the Schwab website it shows that they are available. Rather not hand enter. Any other way to import? Thanks
You need to wait til 13th for Schwab to make the data import available even if you have your 1099 PDF in hand, the import datasets are prepared and provided separately by the brokerages later.