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shariuzz
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Scan (download) investment data - mutual funds

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. 

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Scan (download) investment data - mutual funds

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-...

 

Importing 1099 forms

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

 

 

 

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