☰
✕
Sign In

Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Jun 6, 2019 2:15:27 AM

Do I need to enter the information from a 1099 composite/year end summary form from charles schwab? Thanks

0 1 8262
1 Best answer
New Member
Jun 6, 2019 2:15:27 AM

The document should contain three separate tax documents that you need to report:

  1. A 1099-DIV--that gets reported in TurboTax under Interest and Dividends
  2. A 1099-INT--that also gets reported under Interests and Dividends
  3. A 1099-B--that gets reported under Investment Income

Below are the specifics for reporting these forms in TurboTax.

https://ttlc.intuit.com/replies/3300478

https://ttlc.intuit.com/replies/3300478

https://ttlc.intuit.com/replies/4789365

1 Replies
New Member
Jun 6, 2019 2:15:27 AM

The document should contain three separate tax documents that you need to report:

  1. A 1099-DIV--that gets reported in TurboTax under Interest and Dividends
  2. A 1099-INT--that also gets reported under Interests and Dividends
  3. A 1099-B--that gets reported under Investment Income

Below are the specifics for reporting these forms in TurboTax.

https://ttlc.intuit.com/replies/3300478

https://ttlc.intuit.com/replies/3300478

https://ttlc.intuit.com/replies/4789365