autodownload only gives sale data not date of purchase and cost. I can see all data in charles schwab on line but can’t figure out how to get it electronically to turbo tax
Check Experian score free
I certainly can understand your frustration.
I had a similar problem with Scottrade last year.
You need to contact either the tax department or accounting department of Charles Schwab. You need to find out whether the software they use to generate Schedule D information has a “bridge” into Turbotax. If they do,
they will direct you through their utility menu to download it.
If they do not have a bridge, dont fret. It is not a problem. Just ask them to print what they have – Proceeds first, Cost second, Gain or Loss third on
a spreadsheet. Then just attach the spreadsheets to the back of the return.
On Schedule D on the first line for short-term and the first line of long-term
indicate “Schedules Attached” – make sure though that the total of your proceeds match the 1099-B.