related I had files coming from EPD an LLP oil company which I had sold a lot of shares in 2024. I was able to down load directly from EPD website forms called K-1 (1065). then in late March EPD notified they had revised the same forms and I needed to erase and redownload. the program would not download, I bought the expert chat and 2 of the geeks couldn't down load. I downloaded to my Doc file on my desktop but still could not get it in to the TTX program. Geek #3 helped me do that---so you might try downloading to your document file and then get the ttx program to go get it--there was no clear instruction anywhere--it was all trial and error. And since I had 4 accounts at schwab--I had to do the routine 4 times. Good luck.