How to import 1099 from Schwab to empty form carried over from last year

Forum|Forum|4 years ago
January 14, 2022
1 reply
44 views

I'm using 2021 Turbotax Premier. I started a new return and imported from by 2020 Turbotax return. I want to import 2021 data from Schwab, but when I "edit" the existing Schwab 1099 I do not get any option to import directly from Schwab. It only allows adding the info myself. Other than deleting the carryover, empty form and then adding a new 1099, how to I access import to the form that was carried over from 2020?

fanfare

Level 15

look for the command or option to "Import from Financial Institution"

david kirschAuthor

Level 2

Where is that command ? It does not appear when I select "edit" for that 1099.

Mike9241

Level 15

is there a "file" tab that you see (upper left). if so click on it and move down to the line that says import. you can't import through the 1099 itself

Mike9241