topic Re: why does turbotax refuse to import 1099 from Schwab even though it is available to import? in Get your taxes done using TurboTax

why does turbotax refuse to import 1099 from Schwab even though it is available to import?

whodiini — Wed, 11 Feb 2026 03:32:03 GMT

Schwab has posted the 1099s (DIV,INT) today Feb 14. I downloaded mine. When I try to import it into turbotax, it comes up with an error stating that the forms are not yet ready to download until Feb 16th. While I understand that I could wait 2 days, why cant turbotax simply allow me to override their restriction and check instead of forcing me to wait?

Re: why does turbotax refuse to import 1099 from Schwab even though it is available to import?

MarilynG1 — Wed, 14 Feb 2024 19:17:03 GMT

Yes, I get the same message trying to import from Schwab, although I was able to import from Fidelity with no issue. TurboTax can't simply 'override' Schwab's restriction, unfortunately.

Since you have downloaded copies of your 1099-INT and 1099-DIV, you could enter them manually if you wished.

Re: why does turbotax refuse to import 1099 from Schwab even though it is available to import?

whodiini — Wed, 14 Feb 2024 20:08:17 GMT

Yes, of course I can enter manually. But it defeats the supposed ease of using Turbotax. Why do they provide a capability and then prevent/make it difficult to use? Why does Turbotax not allow override of the unneccesary restriction? They can also make it difficult to efile and force you to file a paper copy! Its silly and irritating to pay for a capability that Turbotax doesnt allow you to use. Thanks for your comment.