lchan
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For those that had success, are you importing a 1099B form? I'm able to log into Schwab through TT, but when at the screen for selecting which accounts to impor...
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@KingRebeccaI hope so. I'm in the same position with an original 1098, a refi'd 1098 with points and then a final 1098 when my refi'd loan was sold to a new com...
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@JantovenNFyes, I quickly realized that the "fix" didn't work for a refi with points. ugh...
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TT sent out an email today saying they have fixed the problem. After updating my desktop version of TT a hyperlink at the bottom of the 1098 section had the fol...
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Thank you for your response. It helped to answer my first two questions. I didn't pull any cash out in the refi, so that simplifies that, at least.After more re...
Activity Feed for lchan
- Posted Re: Charles Schwab tax forms not importing in TurboTax on Get your taxes done using TurboTax. March 2, 2022 2:06 PM
- Got Cheered for Re: Entering multiple 1098s due to a refinance is incorrectly triggering the $750,000 principal l.... April 21, 2021 6:19 PM
- Got Cheered for Re: Entering multiple 1098s due to a refinance is incorrectly triggering the $750,000 principal l.... March 14, 2021 3:03 PM
- Got Cheered for Re: Entering multiple 1098s due to a refinance is incorrectly triggering the $750,000 principal l.... March 14, 2021 3:03 PM
- Got Cheered for Re: I refinanced my home and purchased a point and then my loan was sold to another lender. I hav.... February 18, 2021 8:12 PM
- Got Cheered for I refinanced my home and purchased a point and then my loan was sold to another lender. I have three 1098 forms and a lot of questions. February 18, 2021 8:11 PM
- Got Cheered for Re: Entering multiple 1098s due to a refinance is incorrectly triggering the $750,000 principal l.... February 13, 2021 3:57 PM
- Got Cheered for Re: Entering multiple 1098s due to a refinance is incorrectly triggering the $750,000 principal l.... February 13, 2021 3:22 PM
- Posted Re: Entering multiple 1098s due to a refinance is incorrectly triggering the $750,000 principal l... on Deductions & credits. February 11, 2021 11:25 AM
- Posted Re: Entering multiple 1098s due to a refinance is incorrectly triggering the $750,000 principal l... on Deductions & credits. February 11, 2021 10:38 AM
- Posted Re: Entering multiple 1098s due to a refinance is incorrectly triggering the $750,000 principal l... on Deductions & credits. February 11, 2021 10:18 AM
- Cheered Re: Entering multiple 1098s due to a refinance is incorrectly triggering the $750,000 principal l... for Bostondoc84. February 9, 2021 1:16 PM
- Cheered Re: Entering multiple 1098s due to a refinance is incorrectly triggering the $750,000 principal l... for rkalnins. February 9, 2021 9:25 AM
- Got Cheered for Re: I refinanced my home and purchased a point and then my loan was sold to another lender. I hav.... February 6, 2021 10:45 AM
- Got Cheered for I refinanced my home and purchased a point and then my loan was sold to another lender. I have three 1098 forms and a lot of questions. February 6, 2021 10:43 AM
- Got Cheered for Re: Entering multiple 1098s due to a refinance is incorrectly triggering the $750,000 principal l.... February 5, 2021 8:10 AM
- Cheered Re: I refinanced my home and purchased a point and then my loan was sold to another lender. I hav... for DaveF1006. February 4, 2021 12:58 PM
- Posted Re: I refinanced my home and purchased a point and then my loan was sold to another lender. I hav... on Deductions & credits. February 4, 2021 12:50 PM
- Posted Re: Entering multiple 1098s due to a refinance is incorrectly triggering the $750,000 principal l... on Deductions & credits. February 2, 2021 10:35 AM
- Posted Re: Entering multiple 1098s due to a refinance is incorrectly triggering the $750,000 principal l... on Deductions & credits. February 1, 2021 2:33 PM