Follow-up to CatinaT 1 post of 2/16/2026. On Monday (2/23/26) Schwab posted a memo in my account stating that data was now available, as opposed to an earlier e...
Like to update my response. I now see an email from Schwab that a corrected Form 1099-B on February 27. I will retry the download at that time and update.
The cumulative totals of the dummy 1099-Divs and and the reduced amount on the original 1099-Div in Turbotax should equal what is reported on the brokerage form...
Hames-The short answer is it has worked for me the past two years. Perhaps my explanation needs some clarification. Part of my response dated 3/16/2023 refers t...
