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Get your taxes done using TurboTax
Thank You, It's nice to know that there is a workaround but it would be much nicer if it worked properly. I don't have anywhere near as many transactions as the stated limit. My 1099 has been available for download from Schwab all week and I have a softcopy saved on my desktop. I'll wait until after Feb 27th, the original date stated by Schwab as the available date, and see if the download to Turbo Tax works. If not, I'll try the alternative "Total Proceeds and Cost Basis" and hope for the best. The object here is to avoid attention / audits and by not providing all of the required information it seems like I'm providing the IRS with a huge red flag....
‎February 26, 2026
1:25 PM