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

 
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‎June 6, 2019 2:15 AM
last updated ‎June 06, 2019 2:15 AM
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RichardG
New Member

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

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

View solution in original post

‎June 6, 2019 2:15 AM
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1 Reply
RichardG
New Member

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

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

‎June 6, 2019 2:15 AM
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6,970
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