In order to import your Schwab 1099 form(s) into TurboTax, you’ll need to opt-in to Schwab’s import program settings directly from your Schwab account.
To do that,
- Log in to schwab.com/passwords.
- Once logged on to Security Center, scroll down to Third-Party Access to Account Information, and under OFX, select Enable Third-Party Access.
- You will receive an email confirming third-party access is enabled.
After that,
- Sign in to your TurboTax account and continue to your return.
- Search for the form you’d like to enter (for example, 1099-INT, 1099-DIV, 1099-B), and select the link at the top of the search results.
- Continue through to successfully import your Schwab 1099 forms.
- You can also navigate to the section by selecting Wages & Income from the top menu.
- Scroll down to Investment Income, select Revisit next to the section you were working on, and continue through to successfully import your Schwab 1099 forms.
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