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Get your taxes done using TurboTax
Update: I deleted the partial imported 1099 from Schwab and decided to try it again. This time it imported the Dividend section only. I deleted that and tried again. This time it imported both interest and dividends and appears to have entered it in the correct places in the interview sections however, when I look at the Form Schedule B the dividends are missing and the $$ amount at the top has not changed.
I am definitely entering all of this by hand because something is seriously wrong with the import function.
‎February 19, 2025
8:48 AM