How to Import Charles Schwab to TurboTax

‍

‍

Here’s how to import your Charles Schwab data into TurboTax step by step:

‍

1. Open your TurboTax account and select "Documents" from the menu.
2. Hit "Add tax docs" to start importing files.
3. Choose "Import" from the menu as a way to add your docs.
4. Select “Investments/ Savings” from the available information.
5. Choose and select "Charles Schwab & Co., Inc" from the list.
6. Click "Continue" to proceed.
7. To log in securely, enter your username and password.
8. Hit "Log in" and TurboTax will automatically import your tax forms.