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Level 2
February 19, 2022
Question

I imported brokerage data from Charles Schwab. Turbotax accepted the 1099Div and 1099Int data without problems, but ignored the 1099B transactions. How come?

  • February 19, 2022
  • 2 replies
  • 16 views
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2 replies

Level 2
February 21, 2022

I have a similar problem, except I didn't get a 1099B from Schwab.   I easily imported their 1099COMP (DIV and INT), but Turbotax is not entering a large Capital Gains Distribution shown on Schwab's 1099-DIV.   Don't know where to enter it myself.  

Level 2
February 21, 2022

Sorry, scratch my question.   Turbotax did pick up my Capital Gains distribution.  They just didn't show it in their summary (which was irritating), but I later discovered they included it elsewhere.