HeatherPLO
Intuit Alumni

Get your taxes done using TurboTax

@rr49

 

Yes, clearing cache and cookies are for the Online version.  

 

Please try the following steps to see if this will allow you to upload your 1099.  First, try the information in this Help Article for how to import a 1099.  

 

If those steps do not work, try this Help Article on how to fix a 1099 import.  

 

One workaround is attempting to upload the form under the different Schwab accounts listed in the drop-down when attempting to upload 1099. 

 

Once you have tried each of those, another workaround is to go to the Schwab website, change your Schwab online password, then log back into Fidelity to review the 1099s that are available.  Exit Turbotax, log back into Turbotax, and retry the process.

 

[edited 3/4/22 2:00 PM CST]

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