Using TurboTax Deluxe 2023 on MacBook Air. I downloaded a 1099 from Schwab and told TurboTax it was my only 1099. Now I need to download a 1099 from TD Ameritrade (they merged w Schwab and it turns out that's where all my info is). Now... TurboTax won't let me. How do I fix that?
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1 Replies
taxmixer
Level 3
Mar 18, 2024 3:45:34 AM
Oops, nevermind. I figured it out. Used the menu ----> File, import, from Financial Institution. Simple. Sorry I did not think this through before posting. I can't figure out how to delete my original post so I'm leaving this reply.