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Returning Member
posted Jan 9, 2024 10:45:09 AM

Charles Shwab importing

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?

0 3 576
3 Replies
Level 15
Jan 9, 2024 11:29:33 AM

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

Returning Member
Jan 9, 2024 2:29:23 PM

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.

Level 15
Jan 9, 2024 8:23:43 PM

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.