Why isnt the import of schwab 1099 working?

Forum|Forum|7 years ago
June 1, 2019
1 reply
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TurboTax Premier Online

Anonymous

Your Broker may not have transmitted the data to TurboTax yet. This will likely happen in early/mid February.

Please see: When will I be able to Import my 1099-B? for additional information.

The following information will guide you through import:

How do I import my 1099?

You can securely import your 1099-B, 1099-DIV, 1099-INT, 1099-OID, or 1099-R into TurboTax, provided your broker or financial institution participates in our TurboTax Partner program.

When you get to the place in TurboTax where we ask if you received that form, answer Yes and we'll give you the option to import.

You can also jump straight to that section by searching for the 1099 form number in TurboTax and then clicking the Jump tolink in the search results.

Tip: When selecting your financial institution or brokerage from the list, be sure to select the right one. For example, several participating partners' names start with First National Bank and if you select the "wrong" First National Bank, you won't be able to import.

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