Get your taxes done using TurboTax

I discovered the emailed answer after I found the solution from looking at my own previous year’s tax return.   

For some reason, TT downloads two 1099s for one Schwab Brokerage account. I have to delete this second 1099.  I think this happened last year also

 

Without my own Excel spreadsheet for collecting all our data, and my record of my previous returns, I might have been at a loss. 

TT facilitates preparing the 1040 return but one has to have their own data assembled correctly.  The old adage applies: Garbage in, Garbage out.