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Get your taxes done using TurboTax
Do you want to Import from Schwab brokerage, or do you mean download your Schwab account info to your computer?
If you want to import, and your Schwab account is consolidated for interest, dividends, and stocks, in the Wages & Income section, choose Stocks. On the next page, scroll down to 'add Investments' and type in 'Schwab'. Double-click to open the Sign In page from the Search results.
In TurboTax Online, if you download a PDF copy of your 1099-B's, you can attach it to your tax return, so no need to import.
You can make a one-line entry for Totals in the 1099-INT/DIV sections, instead of importing.
Here's more info on How to Import 1099 Forms.
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March 17, 2025
10:21 AM