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Get your taxes done using TurboTax
Download a PDF copy of your consolidated 1099. If it contains 1099-Int/Div, you can make a one-line entry for the totals in those sections for each Payer.
Some users have reported successful imports by temporarily disabling all virus software (including modem).
Depending on the types of transactions you have, you can enter a summary in TurboTax Desktop, and may not need to mail anything. The IRS has a copy of all your 1099's anyway.
You may need to enable third-party access in your Schwab account. Here's more info on Issues Importing from Schwab.
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‎February 15, 2025
5:00 PM