@StevenAntoch wrote:
Unfortunately, the way Turbo Tax is set up, It does not allow me to enter an account number, therefore, the only 1099 that gets downloaded is from the Individual account.
It is not how TurboTax is set up, it is how Schwab provides imports. Schwab only allows imports from your own personal account. You can have more than one account with Schwab, but each account must have it's own login ID and password - Schwab goes by login, not account number. TurboTax import only connects you to Schwab, once connected, the rest is up to Schwab.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
