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awkrawrz t1_je8mu8q wrote

Awesome! Thanks for sharing and I use Schwab do that is good to know!

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nelsonnyan2001 t1_je8n0dw wrote

Sure! Just a heads-up - I don't day-trade and most of my taxable gains were from reinvested dividends from ETF's (and some FAANG exits) so my 1099 was incredibly simple, realistically it would've taken me 10 minutes to fill them out myself, I just wanted to see how well the import function would work.

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awkrawrz t1_je8oo3f wrote

That's good to know! I may give it a try next year just for fun. Worst case I just continue with TurboTax.

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