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Get your taxes done using TurboTax

No, do not import "over" the original download.  You need to delete the original Form 1099-B, and then re-import from Schwab.  To do so:

  1. Type "Form 1099-b" in the search window and click on Enter
  2. Click on "Jump to Form 1099-b"
  3. On the page with "Here's the investment sales info we have so far", click Delete next to the Schwab 1099- B you want to delete.
  4. Click on "Add More Sales" to reimport the 1099-B.

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