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Download Issue with TurboTax 2024 & Schwab
I'm posting this so that the moderator can pass it along...There is a problem with downloading 1099s from Schwab. The scenario is as follows:
After I had already downloaded some 1099s from my Schwab accounts, they added a new 1099 to one of my accounts. When I downloaded the newly added 1099, the previously downloaded 1099s disappeared from TurboTax. After multiple attempts, I finally figured out that I had to delete the new 1099 from TurboTax, then re-download all the 1099s.
Intuit needs to correct this because brokerages routinely drop new or updated 1099s after the initial drop.
Thanks
Topics:
‎February 27, 2025
2:15 PM