topic Can you get Schwab composite 1099 to import? in Get your taxes done using TurboTax

Can you get Schwab composite 1099 to import?

bnbalison2 — Tue, 03 Feb 2026 07:46:58 GMT

I need help, preferably a chat. I've tried a couple times to upload the "composite 1099" form from Schwab to turbotax but only the Schwab 1099R forms are coming through, it seems like Turbotax no longer recognizes the composite ones. Yes I can download those directly at Schwab but want to import them to Turbotax

Re: Can you get Schwab composite 1099 to import?

CatinaT1 — Wed, 26 Feb 2025 22:12:23 GMT

Please call TurboTax Customer service.  Here is a link:  Turbo Tax Customer Service

Re: Can you get Schwab composite 1099 to import?

kehuber — Thu, 27 Feb 2025 15:29:50 GMT

Try again today. See https://ttlc.intuit.com/community/taxes/discussion/re-schwab-1099-upload-not-working/01/3521640#M1302979

Re: Can you get Schwab composite 1099 to import?

1099 composite — Wed, 16 Apr 2025 23:51:27 GMT

I have it

Re: Can you get Schwab composite 1099 to import?

Mike9241 — Thu, 17 Apr 2025 05:14:38 GMT

you cannot import the PDF composite. rather you have to go the long route. from the file menu select import from financial institution, enter schwab and select it, log into your schwab account, agree to the conditions, follow the additional instructions and select what to import. 1099-int, 1099-div 1099-B 1099-misc, 1099-R can be selected individually.

once imported it's your responsibility to see that everything is okay. the 1099-MISC presents the most problems because without more info Turbotax may not handle it correctly. another shortcoming is that each trade gets enter on the 8949. there does not appear to be a way to import into schedule d lines 1a and 8a or even totals by type

Re: Can you get Schwab composite 1099 to import?

bnbalison2 — Thu, 17 Apr 2025 13:14:11 GMT

Sorry, this was resolved about two days later when Schwab fixed the glitch on their end