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

Ed Perry · December 2021

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 · December 2021

I suggest you manually correct the transactions in Quicken.

Ed Perry · January 2022

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 · January 2022

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 · January 2022

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 · January 2022

I am having the same problem!

jl747 · January 2022

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 · January 2022

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

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

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