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Get your taxes done using TurboTax
Thank you for your input.
The 1099b download process you listed is the one that I followed. Turbotax did download the data from Schwab, and it was only after the data was downloaded that I was presented with the screen to enter the summary data.
I was able to look at the Turbotax forms for the 1099b worksheets, and it included the information for the individual stock transactions as well as the short-term and long-term summary information.
So my question still remains, if Turbotax already downloaded the 1099b data, why was it asking me again to input the summary sales data?
March 3, 2024
12:21 PM