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Get your taxes done using TurboTax
Same issue is happening to me. I have an Employer Sponsored Account in Schwab and sold some stock last year but the 1099-B is not imported from my account to Turbotax. If you see the 1099-B you will realize the Account Number listed might be different from your Schwab account number, I believe this form is not passed over to Turbotax. As mentioned here:
This sucks, specially for people with many trades over the course of the year since those have to be manually entered it seems. Hope this can be fixed soon.
May 1, 2020
12:57 AM