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Returning Member
posted Feb 26, 2022 4:55:31 PM

Does turbo tax down load my 1099's from schwab?

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1 Replies
Intuit Alumni
Feb 27, 2022 7:16:06 AM

Yes, Schwab is one of TurboTax's Financial Import Partners. Please see How do I import my 1099? for general instructions on importing 1099's into TurboTax. 

In order to import your Schwab 1099's into TurboTax, you’ll need to opt-in to Schwab’s import program settings directly from your Schwab account. Please see How can I fix my 1099 import issue? for instructions.