topic Schwab capital gains and dividends import in Get your taxes done using TurboTax

Schwab capital gains and dividends import

todd833 — Thu, 12 Feb 2026 22:35:24 GMT

This years Turbo Tax behaves significantly different from previous years. I can't seem to locate how to download taxable information from Schwab. It had been very intuitive. This year's TT seems to want me to key in the transactions. Can someone advise me on how to download from my broker?

Re: Schwab capital gains and dividends import

baldietax — Thu, 12 Feb 2026 23:48:37 GMT

not sure what you mean by significantly different to previous years unless you previously used desktop and switched to online? which do you mean to use?

https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/enter-1099-b/L7MFY1jNg_US_en_US

Re: Schwab capital gains and dividends import

todd833 — Sun, 15 Feb 2026 16:08:03 GMT

I was finally able to download the data from Schwab. I deleted forms that were carried forward from last year and started again by linking to the Schwab site. Now I could download.

One of the differences from using the desktop version last year is that this year it appears that the account interest form is downloaded separately from the account's dividend form. Again, more downloads for each account at Schwab. It is much more confusing, to me, than it was last year.