Get your taxes done using TurboTax

TurboTax not able to import 1099 forms from Charles Schwab. I noticed today that the form has been released only in PDF format. I checked Schwab Tax documents and the XML or CVS formats are not available yet. Schwab support mentioned they will be available after Feb 27, 2026. Once those formats are available, I think the import should work. All prior years had 3 formats, PDF, XML and CVS.

 

Will wait till Feb 27 to see forms and try to import again.