Schwab - Short-term cap gain transaction incorrectly downloaded, should be long-term.

Ed Perry

My Schwab accounts downloaded multiple transactions as short-term capital gains from different funds. But the Schwab website, and the actual fund, indicates the transaction was a long-term capital gain.

Sherlock

I suggest you manually correct the transactions in Quicken.

Ed Perry

This problem continues. What do I bookmark do get a notification? This has no bookmark:
https://www.quicken.com/support/charles-schwab-transaction-download-changes

Sherlock

Ed Perry said:

This problem continues. What do I bookmark do get a notification? This has no bookmark:
https://www.quicken.com/support/charles-schwab-transaction-download-changes

Minimally, I would bookmark: UPDATED 12/28/21: Changes to Charles Schwab Accounts

JohnRhodes

I have the same problem as Ed Perry. My Schwab long-term cap gains are reported as short-term. It worked correctly as of 6/2021, so this error was added in the new Schwab download software.

Papa Jay

I am having the same problem!

jl747

If you haven't I would suggest that you use the "Report a Problem" that is under the Help drop down and through Quicken Chat.

Also you could contact Schwab and complain there.

Rick8

Same issue, still ongoing!  Quicken needs to extend our subscriptions for all the issues with Schwab!