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...
@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...
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...
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...