DawnC
Expert Alumni

Get your taxes done using TurboTax

Tip:    Be sure to select the right financial institution or brokerage from the list. For example, several participating partners' names start with First National Bank and if you select the wrong First National Bank, you won't be able to import.   The same goes with Schwab - there are many possible partner names under Schwab.  

 

Try logging in to your Schwab account outside of using the import function.  How do I import my 1099?

 

 

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