Yes, I was until yesterday. 1. Make sure you log onto the Schwab account first. Then it will verify you again with a text passcode as I recall. Go to the Schwab 1099 Dashboard Web Page. 2. Then go back to the Turbo Tax, select Schwab from the dropdown, add your account number. 3. Hit 'IMPORT' button and follow any additional instructions. Should import your combined 1099 just fine. Good Luck, rw
