1099 HOW TO IMPORT FROM SCHWAB

 
JohnR1
New Member

Get your taxes done using TurboTax

Provided that your Form 1099 is one of the following types of 1099s, you can import it directly from Charles Schwab:

 1099-B1099-DIV1099-INT1099-OID, or 1099-R 

Charles Schwab is a TurboTax Partner.

Please see the following TurboTax FAQ, on "How do I import my 1099?":

https://ttlc.intuit.com/replies/3389470