Schwab import

PJDNoll — Mon, 17 Feb 2025 18:03:33 GMT

I got an email today that says Schwab tax docs are ready to import, but it won't let me do it and keeps going back to last year's.

Should I do it manually or will this be addressed shortly?

Re: Schwab import

JotikaT2 — Tue, 25 Feb 2025 00:57:12 GMT

Make sure your brokerage firm is listed as an approved partner. Depending upon the type of investment that is imported (interest income, dividend income, stock sales), you can navigate back to the input section as applicable and review the entries there. See these links for guidance on how to reach each of these sections to import the information:

Where do I enter Form 1099-INT?

Where do I enter my 1099-DIV in TurboTax Online?

Where do I enter or import a 1099-B?

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Schwab import

Re: Schwab import