how do I upload a corrected Schwab statement

Forum|Forum|3 years ago
March 3, 2023
1 reply
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A week or so ago, I uploaded all my Schwab forms. Worked on my taxes; now they are done. I'm just waiting to file. Yesterday I got an email from Schwab saying that one of the forms I uploaded has been amended. How do I get this corrected form?

Mike9241

if you're using the desktop app right below import on the file tab is a link to remove imported data.

dwright2020Author

So I did that, then uploaded the form again. Now, even though TT finds no error, may tax bill has massively gone down. Something went really wrong.

dwright2020Author

So what I found out is this: I have 3 taxable accounts with Schwab. When I selected the out-of-date form, TT actually deleted all my Schwab statements. Then when I uploaded, I just selected the one account to upload, (not noticing that TT had deleted everything.)

So I deleted that account again, then uploaded all 3 accounts. After that, my tax balances were similar to what they were before (a little les, actually).