Download 2nd 1099B from a different broker

[karl22]

Just received 2nd 1099B from a different broker.  TDAM sold to Schwab.  TurboTax doesn't seem to provide an download option.  Only manual entry.

How do I get Turbotax to download the TDAm 1099B?

[JotikaT2 · Accepted solution]

Since both Schwab and TD Ameritrade are TurboTax import partners, you should be able to import your 1099-B forms.

Please see the attached link for more information on how to import your 1099 information.

Importing 1099 information

There are some situations where the import might not work. It could be something simple as selecting a slightly different brokerage name, using an unstable internet connection, or maybe using a different account number format.  Another solution is to log into your investment account using a different browser as sometimes this also could be an issue if a pop up blocker is installed.

Please see "What if I can't import my 1099" for more suggested solutions if the steps in the first link do not work.  

[karl22]

Import worked! Don't know what I did wrong yesterday.  THANKS!