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Get your taxes done using TurboTax
I tried this trick of changing password, logging out and re-opening Turbo Tax with no results. However, since it was a joint account, I still had another account, which I was able to access. (Important that you have Schwab set up to allow third party access.)
However, I could not import the tax information -- the import started and then failed.
Now, if TurboTax could import the xml from Schwab via a file, this would be a good workaround -- however, TurboTax doesn't have that option -- a simple option for them to provide, but not available in the current release of the product.
March 7, 2022
9:45 AM