SHMbak
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I was able to import both my Schwab and Fidelity 1099s, but my sister just told me (2/19) that her Fidelity says hers is not ready. She thinks it's related to t...
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I definitely didn't want to try to manually enter the data. However long it was going to take to get the import to work, I was willing to wait.
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Not that many sales (about 4 mutual funds), but since we changed the holding method to actual cost (rather than average) the couple of sales had many, many indi...
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I tried yesterday and mine seemed to work. I didn't use the PDF at all. I used the import section of TurboTax to specify Schwab, which opened a window to log in...
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Mine consistently said the download would be available 2/28, so I waited until evening and it seemed to work. I'll proofread, of course.
Activity Feed for SHMbak
- Cheered Re: I'm trying to import my Fidelity data into the desktop version. I go through the steps but nothing is imported. know why? or what to fix? for DIW. 6 hours ago
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- Cheered Re: Charles Schwab not importing data to TurboTax for Joe1206. 6 hours ago
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- Posted Re: Charles Schwab not importing data to TurboTax on Get your taxes done using TurboTax. 7 hours ago
- Cheered Re: I'm trying to import my Fidelity data into the desktop version. I go through the steps but nothing is imported. know why? or what to fix? for moodyfan77. yesterday
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- Posted Re: 1099-B Schwab Import Failing: We couldn't auto-fill your return on Get your taxes done using TurboTax. Saturday
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- Posted Re: Charles Schwab not importing data to TurboTax on Get your taxes done using TurboTax. March 1, 2025 1:04 PM
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