topic 1099 Composite on closed account in Get your taxes done using TurboTax

1099 Composite on closed account

stuartmeiron — Wed, 26 Feb 2025 13:30:57 GMT

I am able to login to Charles Schwab and download a copy of the 1099 Composite for a close account# that had activity in 2024, but when I try to download it through Turbo Tax, it only shows my active account#s. How can I get my closed account# to download?

Re: 1099 Composite on closed account

RachelW33 — Sat, 01 Mar 2025 02:48:34 GMT

For a closed Schwab account, you will need to contact Schwab and they will temporarily reactivate your account so that you can import the 1099. I believe they give you a one hour period to do this.