I had a strange issue trying to import from Charles Schwab. I clicked on institution name from the drop down menu but none of the buttons (Continue, etc.) worke...
@SteamTrainThanks, I see it now. I guess I just missed it, probably wasn't thinking about state taxes at the time.That was good information about the asset perc...
DaveF1006, it wasn't picked up automatically. I may have missed something in the step-by-step process. I had to manually add it into the California Interest and...
I don't see a heading under "Other Interest and Dividend Adjustments" that seems appropriate for U.S. Treasury income. The closest I see is "Interest on Obligat...
Thanks, you're right, I meant 14b. In a nutshell, TurboTax sums the amounts from multiple 1099-SA forms before rounding, when I believe it should round them bef...
