Charles Shwab importing

Forum|Forum|2 years ago
January 9, 2024
3 replies
21 views

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?

Critter-3

Level 15

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

rjimtribeAuthor

Level 2

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.

Mike9241

Level 15

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.

Mike9241