Charles Shwab importing

3 replies
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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