How to Integrate TurboTax with Charles Schwab

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Here’s how to do it: 

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1. Open TurboTax and head to the "Documents" menu to get started.
2. Click on the "Linked Accounts" tab.
3. Select "+Add an account" to move forward.
4. Find and select "Charles Schwab & Co., Inc." from the available list.
5. Select "Get my form" to proceed.
6. To sign in, enter your Charles Schwab credentials and click "Log in" so your tax can be imported in TurboTax.