Schwab - Short-term cap gain transaction incorrectly downloaded, should be long-term.
Ed Perry
Quicken Windows Subscription Member ✭✭
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.
0
Comments
-
I suggest you manually correct the transactions in Quicken.0
-
This problem continues. What do I bookmark do get a notification? This has no bookmark:
https://www.quicken.com/support/charles-schwab-transaction-download-changes0 -
Minimally, I would bookmark: UPDATED 12/28/21: Changes to Charles Schwab AccountsEd 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-changes0 -
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.0
-
I am having the same problem!0
-
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.
Quicken Windows Premier (Subscription) - Using the latest version -Windows 11 Pro
0 -
Same issue, still ongoing! Quicken needs to extend our subscriptions for all the issues with Schwab!
0
This discussion has been closed.
Categories
- All Categories
- 7 Product Ideas
- 27 Announcements
- 197 Alerts, Online Banking & Known Product Issues
- 18 Product Alerts
- 734 Welcome to the Community!
- 607 Before you Buy
- 1.1K Product Ideas
- 50.1K Quicken Classic for Windows
- 15.5K Quicken Classic for Mac
- 988 Quicken Mobile
- 778 Quicken on the Web
- 75 Quicken LifeHub