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Get your taxes done using TurboTax
3/14/2023
I had the same problem with the same broker. I called Schwab but they said it was a TurboTax problem. later the same day the problem was fixed and now the import is of the latest 1099-DIV. so try tomorrow and if that fails call Scwab because if it was a TT problem and was fixed then there should not be an issue for you. while you can download as a pdf the 1099-DIV as part of the consolidated 1099 the actual import does not come from that but from a separate one that you have no direct access to except through a compliant tax program.
March 13, 2023
10:57 PM
220 Views