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Get your taxes done using TurboTax
@sylviab24 For comparison purposes, I just yesterday imported my 1099-B from Schwab.
Once the connection was secured between TT and Schwab, the program pulled up all accounts with Schwab. I had to select which items I wished to import. I did have the option(s) to import 1099-B, 1099-INT and 1099-DIV.
I'm saying this because, if programs are comparable (I use Desktop instead of Online), you "should" see the option to import the 1099-B. As a composite document, it should also include your 1099-DIV, 1099-INT, etc. If you don't see this happening, you may have to import the dividends, interest and transaction report (Form 8949) separately into the proper sections of your interview.
*** I am NOT a tax expert. I am a seasoned TurboTax user, and volunteer to provide assistance to TT users. Nothing I post is to be considered TAX ADVICE; I bear no legal liability for responses.***
‎February 19, 2022
7:19 PM