@ Dexmax wrote:Can I import my Schwab 1099 information to the CD/download version of TurboTax, or does the import function only work with an online version of TurboTax?
Brian
Both Online TurboTax and desktop software (CD/download) have the ability to import data from a financial institution.
That being said, some users have recently reported technical trouble importing from Schwab. But this season's importing from Schwab only recently began, so there may be some hiccups, which may be in part due to the rush of users this week when 1099-B's became available. Other users have said they were successful or required more than one attempt. In any case, to prepare your Schwab account for importing, you'll need to go into your Schwab account settings, and in the Security Center temporarily allow third-party access. After you import your data, you can go back to your Schwab account settings and reverse third-party access.
ADDENDUM 2/20/22, 10:20 PM Pacific: After importing, verify that all of your data imported correctly.
