SHMbak
Level 3
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I didn't have a problem importing my 1099B from Schwab (I'm apparently in the minority; my import was ready by about Feb. 6 and it went in without any problem, ...
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I noticed when I checked my Security Settings in Schwab (after getting an email that my third-party preferences had changed) that my current web session "time o...
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I posted in another thread, but including my experience here: For some reason, I was able to import my Schwab 1099 on Feb. 6 using Chrome. I was nervous that it...
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For some reason, I was able to import my Schwab 1099 on Feb. 6 using Chrome. I was nervous that it might have changed, though, since Schwab said Feb. 27 was whe...
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I've been using Premier since about 2015 because the packaging since then implies that Deluxe stopped supporting imports to Schedule D (cap gains/losses from st...
Activity Feed for SHMbak
- Cheered Re: Used TurboTax Deluxe for years. This year, TT says I need to upgrade to work on 1099B, Why? for Polkadot1. Monday
- Posted Re: Used TurboTax Deluxe for years. This year, TT says I need to upgrade to work on 1099B, Why? on Get your taxes done using TurboTax. Monday
- Cheered Re: Unable to import from Fidelity - In a loop asking to login after successful browser login for SteveMat. Friday
- Cheered Re: Charles Schwab not importing data to TurboTax for VictoriaD75. Friday
- Cheered Re: There is no place to enter sign in credentials on my import page. How do I enter that? for rlwhob. Friday
- Posted Re: 1099-B Schwab Import Failing: We couldn't auto-fill your return on Get your taxes done using TurboTax. Thursday
- Posted Re: 1099-B Schwab Import Failing: We couldn't auto-fill your return on Get your taxes done using TurboTax. Thursday
- Posted Re: Charles Schwab not importing data to TurboTax on Get your taxes done using TurboTax. Thursday
- Cheered Re: TurboTax used Standard Deduction instead of Itemized in 2025 tax form 1040 for AnnetteB6. a week ago
- Posted Re: Used TurboTax Deluxe for years. This year, TT says I need to upgrade to work on 1099B, Why? on Get your taxes done using TurboTax. a week ago
- Posted TurboTax used Standard Deduction instead of Itemized in 2025 tax form 1040 on Get your taxes done using TurboTax. a week ago
- Cheered Re: Where do i enter my ip pin that was provided to me by the irs? for xmasbaby0. a week ago
- Posted Re: Our itemized deductions are $43,784 which we'd like to use. Turbotax keeps going back to standard deduction even when I click on Change my deduction! (filing jointly) on Deductions & credits. a week 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 DIW. 3 weeks 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 SteamTrain. 3 weeks ago
- Cheered Re: Charles Schwab not importing data to TurboTax for Joe1206. 3 weeks ago
- Cheered Re: Charles Schwab not importing data to TurboTax for mcdsys. 3 weeks ago
- Posted Re: Charles Schwab not importing data to TurboTax on Get your taxes done using TurboTax. 3 weeks 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. 3 weeks 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 HuskerTom. 3 weeks ago