Talk of The Villages Florida - View Single Post - TurboTax will not import Charles Schwab year end tax 10999 information.
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Old 03-15-2022, 06:34 AM
rsmurano rsmurano is offline
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I had the same problem. I called and turbo tax told me there is a problem and will have to enter the data manually. I have used turbo tax for over 20 years and the last X years I used the automated method of turbo tax to populate all my investment info. Why enter it manually when turbo tax can enter the data? If they don’t fix this I probably won’t use turbo tax next year.

Last edited by rsmurano; 03-19-2022 at 11:56 AM.