montylee
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Called Schwab tech support guys, and was told that Schwab has identified incorrect 1099s and NOT to file yet. They will have corrected 1099s released by Februar...
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Every single brokerage imported just fine EXCEPT for Schwab. Those forms have been online from Schwab now for several days, but TurboTax says:It looks like you ...
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Update: Because I was not sure why it was being entered, I paid for the Turbotax support and contacted a CPA. After over an hour, with the help of other experts...
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Very specific. Thank you. My first mistake was that I did not know the military retirement was a non-qualified plan. I changed that in Turbotax. Thanks. For the...
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Thanks. So the income from sales already includes the sales processed by Square (and reported on the 1099-K. No need for me to even input the 1099-K information...
Activity Feed for montylee
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- Posted Re: Charles Schwab not importing data to TurboTax on Get your taxes done using TurboTax. yesterday
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- Posted Re: Colorado Military Income in TurboTax desktop on Deductions & credits. February 7, 2025 6:56 AM
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- Cheered Re: Schedule C Sole Proprietor Question for Mike9241. February 3, 2025 6:58 PM
- Posted Schedule C Sole Proprietor Question on Deductions & credits. February 3, 2025 4:46 PM
- Posted Re: 1099-K business payments combined on Deductions & credits. February 1, 2025 12:26 PM
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- Cheered Re: Bug TurboTax Deluxe Mac - Commuting miles for AliciaP1. March 4, 2023 11:59 AM
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- Posted Re: IRA distribution because of COVID-19. Where is the checkbox? on Get your taxes done using TurboTax. February 18, 2021 8:43 AM
- Posted Re: Has anyone heard when the irs is releasing form 8915-E on After you file. February 13, 2021 9:43 AM
- Cheered Re: 401K Cares Act for tkochert. January 31, 2021 2:41 PM
- Posted Re: IRA distribution because of COVID-19. Where is the checkbox? on Get your taxes done using TurboTax. January 30, 2021 1:34 PM