charles Schwab 1099

Forum|Forum|4 years ago
February 18, 2022
13 replies
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anyone else having a problem downloading 1099 from charles Schwab ?

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sarah1101hart

Level 2

3/26/22 Still not working, TTax has no date of resolution, says to enter the Schwab transactions manually. Did anyone find a workaround?

reacheks-gmail-c

Level 2

I was having problems using my BRAVE Browser doing the 2022 Schwab 1099 import. All the security checks were fine & even got the Turbo-Tax Green Check mark that the import was successful. However no forms were imported.

ANSWER: It turns out that my BRAVE browser was blocking the import, perhaps I had a firewall setting on. To solve the problem, I went into my Windows setting and set my default browser to Internet Explorer. I started the Turbo-Tax desktop program and proceeded to import my 1099 files from Schwab. All my 1099 reports were selected and downloaded (received the Green check mark) AND popped me back into the desktop Turbo-Tax program asking me to confirm/proceed w/ the import.

I then reset my default browse back to the BRAVE browser. All files imported successfully. Problem Solved !

dvldog

Level 2

Yes I have been unable download 1009 from Charles Schwab. This is not the first time. I think I had difficulty downloading 1099 last year. I didn't any difficulty downloading any other 1099s. I really really do not want to enter these numbers manually