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R
rfanburg
Level 2
February 28, 2021
Question

download from schwab for 2020 returns/

  • February 28, 2021
  • 1 reply
  • 4 views
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1 reply

George4Tacks
George4Tacks
Level 15
February 28, 2021

Works for me. What problem are you having? 

https://proconnect.intuit.com/community/individual/help/importing-information-from-excel-csv-or-xls-files-using-the/00/3559

Answers are easy. Questions are hard!
    R
    rfanburgAuthor
    Level 2
    March 2, 2021

    I gave up.  They have it working for turbo tax but not for lacerte.

    George4Tacks
    George4Tacks
    Level 15
    March 2, 2021

    Are you trying to use tax import or are you downloading the excel file from Schwab. I do the download and it works fine with the instructions I posted.

    I don't think tax import is accurate enough that I trust it. I still believe I can use paper to eye to fingers to program quicker than I can do a scan and trust the input created.

     

    Answers are easy. Questions are hard!
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