topic Schwab 1099s not importing? in Get your taxes done using TurboTax

Schwab 1099s not importing?

raybamford — Fri, 21 Feb 2025 22:52:33 GMT

I was able to connect to Schwab and import 1099 info from one of my accounts.

However, another Schwab account which is available online (at schwab.com) is not showing up or importing via TurboTax. This is a brokerage account with dozens of pages of transactions. Not practical to enter manually.

For many years, I have used this feature without incident. This year, so far, it looks like a disaster.

Re: Schwab 1099s not importing?

fac1012 — Sat, 22 Feb 2025 01:38:12 GMT

I posted the same problem with both Schwab and Fidelity. No response from TT. :(

Re: Schwab 1099s not importing?

fac1012 — Sat, 22 Feb 2025 19:15:58 GMT

Try a different default browser. TT goes for your default. I changed to MS Edge and it worked. Then I changed it back 🙂