ceh-mint
New Member

Is there a way to get TurboTax to import a 1099 from a Schwab account that I closed during 2021? It imported my open accounts correctly, but not the closed account.

The account was an Intelligent Portfolio account, and I only found out that it hadn't been included because I was notified that I had an amended 1099. When I tried re-importing, that form was not imported. I downloaded the PDF and added it manually but I would never have known I was missing a 1099 if it hadn't been amended.