mamatriagain2
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I maxed out the employee contribution, but even after adding in the employer contribution, it wasn't large enough to come close to the overall 401K limitations....
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The Financial Institution Number is the first 3 characters of your account number (which you can view when you login to your NetXinvestor account.
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I had to log into my Schwab account and make sure my Schwab settings allowed for 3rd party integration with TurboTax (which they were).
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I'm having the same problem too. I called both TurboTax and Schwab, and they said the same thing: "it's a known problem that affected all Schwab customers on Fr...
Activity Feed for mamatriagain2
- Posted How to delete Form 8949 on Get your taxes done using TurboTax. October 12, 2022 3:17 PM
- Posted Re: 1099-R Excess contribution by employer on Get your taxes done using TurboTax. April 5, 2022 2:46 PM
- Posted 1099-R Excess contribution by employer on Get your taxes done using TurboTax. April 4, 2022 5:31 PM
- Got Cheered for Re: What is the Financial Institution Number for NETXINVESTOR?. March 20, 2022 9:00 AM
- Posted Re: What is the Financial Institution Number for NETXINVESTOR? on Get your taxes done using TurboTax. March 9, 2022 6:49 AM
- Posted Re: import fails on Get your taxes done using TurboTax. February 24, 2022 3:13 PM
- Posted Re: import fails on Get your taxes done using TurboTax. February 24, 2022 1:31 PM
- Posted Re: import fails on Get your taxes done using TurboTax. February 21, 2022 11:54 AM
- Posted Section 179 deduction. Purchased vehicle, whose stated weight (on the door) is 6,000 pounds. Is this considered light truck (under 6,000) or heavy truck (over 6,000)? on Deductions & credits. April 19, 2021 10:46 AM
- Got Cheered for 1099-MISC and 1099-NECs entered in Business section, but 1099-MISC is showing in Personal too (not 1099-NEC). April 9, 2021 1:10 PM
- Cheered Re: 1099-MISC and 1099-NECs entered in Business section, but 1099-MISC is showing in Personal too... for ColeenD3. March 31, 2021 11:23 AM
- Cheered Re: Turbo Tax is not accounting for Mortgage interest and is only telling me I have 10.5K in item... for DanaB27. March 31, 2021 10:38 AM
- Posted 1099-MISC and 1099-NECs entered in Business section, but 1099-MISC is showing in Personal too (not 1099-NEC) on Get your taxes done using TurboTax. March 31, 2021 9:49 AM