About MichaelJG

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Re: CAN'T IMPORT FROM SCHWAB

26 Feb SccreenshotI can see just today that the files are ready because I now see XML /CSV files in addition to PDFs

MichaelJG

1

Updated Feb 26, 2026
Re: CAN'T IMPORT FROM SCHWAB

you can download the CSV files from schwab. Not all csv files have been published as of 25 Feb. I am told by Schwab they will be ready 27 Feb

MichaelJG

1

Updated Feb 26, 2026
Re: CAN'T IMPORT FROM SCHWAB

Yes that is correct. Need to wait for CSV files...Thanks Master Po

MichaelJG

3

Updated Feb 26, 2026
Re: CAN'T IMPORT FROM SCHWAB

I tried to download 1099s from two Schwab accounts today.1. Login to Schwab:Successful2. Select two of the four accounts: Successful3. Download: Successful3. Co...

MichaelJG

Updated Feb 26, 2026

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