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Retirement tax questions
The 1099s that you reference in your post are two different forms. A 1099 Composite combines several different 1099s, such as 1099-DIV, 1099-INT, and 1099-B. The 1099-R relates to a distribution from a retirement account.
You will probably be able to upload your 1099 Composite into the TurboTax application. You will likely have to manually enter your 1099-R information.
When you upload your documents, check the entries to ensure that what you see in TurboTax is consistent with what you see on your 1099 Composite. Additionally, you may get a Supplemental 1099 Composite that will likely contain updated information, and thus, you may need to go back into TurboTax to make some adjustments to items previously uploaded. You can always check with Schwab regarding whether there are any Supplements to your 1099. If there are none, then you likely will not have to worry about making any adjustments.
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