About MichaelJG

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Re: CAN'T IMPORT FROM SCHWAB

1099 DashboardWhen you look at 1099 dashboard on Schwab you should see the various formats for the documents. TT uses CSV files. If CSV files are not indicated ...

MichaelJG

Updated Mar 30, 2026
Re: CAN'T IMPORT FROM SCHWAB

when you look at Schwab are your tax documents available in pdf and csv formats?

MichaelJG

2

Updated Mar 30, 2026
Re: CAN'T IMPORT FROM SCHWAB

Are your using online or desktop version?

MichaelJG

3

Updated Mar 30, 2026
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 Mar 30, 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 Mar 30, 2026

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Date Registered	‎February 25, 2026 4:53 AM
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