Talk of The Villages Florida - View Single Post - TurboTax will not import Charles Schwab year end tax 10999 information.
Thread: TurboTax will not import Charles Schwab year end tax 10999 information.
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Old 03-19-2022, 11:54 AM
rsmurano rsmurano is offline
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FYI: you can import your Charles Schwab info into turbo tax, I just did it. You need to go into Schwab.com, under your name, go to security center, and then all the way down, enable 3rd party access for turbo tax. If it’s enabled, disable it, then enable it. That’s what I did. Then I would disable this function after you import your info into turbo tax.