I just received my Schwab 1099s for 2025 in my online account. The 1099s were not available until today, probably because I have Section 199A dividends as well as nondividend distributions which I assume take time for the reporting companies to generate. In any event, I tried importing the document today. Went through all the steps and the import reportedly went through, but there is no change on my online draft. I have tried repeating this exercise at least 5 times and the import just doesn't go through.
Of course, I could always do it by hand, but then, what is the point of using TTax at all? I have over 20 transactions that I would have to list, which renders TTax irrelevant.
