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Qualified Dividends from Schwab not populating 3a on 1040 - Bug?
About two weeks ago, i imported from Schwab, and everything looked good. Because Schwab indicated that all forms would be available after Feb 28, I deleted the Schwab import and re-imported. While the data did not change, and I reviewed the import, the numbers didn't correctly flow to the 1040 form. For example, the import shows qualified dividends, but on the 1040 3a line, they don't show up. (the original import I did a few weeks ago was correct). Is there a problem with importing now, or perhaps there's a glitch because while deleted the original import, maybe something is not set right ??
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March 1, 2025
8:56 AM