MarilynG1
Expert Alumni

Get your taxes done using TurboTax

If you received a pop-up screen saying 'your import was successful', you can see your imported data at the Income Topics page, under Import Summary, just above Wages & Salaries in TurboTax Desktop.  Some brokers require that you allow 'third party access' to successfully import, which is a setting you enable in your brokerage account. 

 

Here's How to Enter a Summary in Lieu of Individual Transactions and more info on Schwab Import Issues

 

If you're using TurboTax Online, save a PDF of your transactions to your computer.  If it contains 1099 INT/DIV, you can make one entry for the totals in these categories.  The 1099-B PDF can be attached to your return.  You would choose Add Investments > Enter in a different way > Stocks > Sales Section Totals.  You'll come to a screen asking you to upload your 1099-B. 

 

Not sure what you mean by 'I see files in my intuit.com account'?  Could you clarify?

 

@coingallery 

 

 

 

 

 

 

 

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