Just called Schwab (kudos to them working on a Sat.) and they said they don't support previous year's import, at least not after the October extension filing de...
Note that my old TDA Tax statements dating back to 2015 (9 years ago) are all accessible in PDF format on Charles Schwab's website. Storage space doesn't seem t...
That's not exactly true. I remember that I did this import for a previous year's 1099s in the past without issues. But since the merger with Schwab, this doesn'...
