topic How do I import my 1099-B from Schwab's EAC? in Get your taxes done using TurboTax

How do I import my 1099-B from Schwab's EAC?

dougl — Thu, 06 Jun 2019 05:28:13 GMT

I have RSU stock sales from my company that are handled by Schwab's Equity Awards Center (EAC). All movement of the RSUs happen through Schwab's EAC, including the 1099-B tax forms. Attempting to import my EAC 1099-B from Schwab results in just the 1099-INT and direct deposit forms from the non-EAC section of Schwab. Has anyone figured out how to import this document?

"The Equity Award Center does not currently have the func...

nbarwell- — Thu, 06 Jun 2019 05:28:14 GMT

"The Equity Award Center does not currently have the functionality to export data to external financial programs, such as TurboTax, Quicken, etc. You will need to manually enter your trades.

We recognize that our clients want this feature, and we are working on adding it to the EAC."
- Schwab, 2016-03-01

So this is a problem on Schwab's end. I encourage you to complain. This is ridiculous.

You *can* get the EAC / ESPP / RSU etc. 1099-B from their website:

https://eac.schwab.com/

Click "My Equity Awards"

Click "History & Statements"

Click "Statements & Reports"

Click "Tax Forms"

This question is a duplicate of: https://ttlc.intuit.com/questions/2726154-how-do-i-import-information-from-charles-schwab-equity-awa...

Re: "The Equity Award Center does not currently have the func...

grantericstrong — Fri, 13 Mar 2020 01:10:25 GMT

I confirmed yesterday, they still haven't implemented this feature. Now I have to manually enter 100+ share sells from the 1099-B manually. 😩 At least the customer support specialist understood my pain and commiserated with me a moment.

Re: How do I import my 1099-B from Schwab's EAC?

matt20 — Sat, 21 Mar 2020 23:54:09 GMT

This feature really needs to be supported! (Looking at you, Schwab!)

Re: "The Equity Award Center does not currently have the func...

czerk89 — Mon, 01 Feb 2021 00:21:49 GMT

This is not true. This is a Quicken problem. Personal Capital has absolutely no problem connecting to my Equity Award Center and pulls in all transactions perfectly.

Re: How do I import my 1099-B from Schwab's EAC?

Omar80 — Fri, 19 Feb 2021 20:26:05 GMT

This is exactly the issue I'm seeing now. Could someone from Intuit comment on whether import from Schwab EAC is going to be supported for this tax year?

Re: How do I import my 1099-B from Schwab's EAC?

ehemmati — Fri, 19 Feb 2021 20:31:12 GMT

Same here, My 1099-B is imported but shows empty. It also didn't import DIV for my "Employer Sponsored Accounts", only personal account!

Re: How do I import my 1099-B from Schwab's EAC?

Omar80 — Fri, 19 Feb 2021 20:52:34 GMT

For me it just imported the 1099-INT from my individual account, which for me is just a stepping stone to get sold shares to my bank account. I don't get any 1099-B, even though the PDF is there and has been there for a few days. I just tried importing again today, and again just the individual account 1099-INT shows up.

Re: How do I import my 1099-B from Schwab's EAC?

macuser_22 — Fri, 19 Feb 2021 20:53:51 GMT

@Omar80 wrote:

This is exactly the issue I'm seeing now. Could someone from Intuit comment on whether import from Schwab EAC is going to be supported for this tax year?

That is a question that only Schwab can answer TurboTax has no control over what Schwab makes available for import.

Re: How do I import my 1099-B from Schwab's EAC?

macuser_22 — Mon, 10 May 2021 01:22:52 GMT

@nhe150 wrote:

try rsulove.com service or schwab1099b.com service. They charge flat fee 4.99$

There is no charge from TurboTax or Schwab for imports. That appears to be on untrusted scam website (probably to try to steal your Schwab login and password to clean out your account.)

Re: How do I import my 1099-B from Schwab's EAC?

mesquitebean — Mon, 10 May 2021 05:57:49 GMT

CAUTION:

I'd be wary and suspicious of the website URLs posted by new user "nhe150" above and in other similar threads. This could be spam, and for all we know, they could be dangerous sites to steal information or plant malware. I've asked a Moderator to look it into it.

Re: "The Equity Award Center does not currently have the func...

demyndemyn — Sun, 16 May 2021 20:46:52 GMT

FYI, you may not need to manually enter every transaction. turbotax help says:

Should I summarize my sales?

If you have sales identified on your statement as Box A or Box D sales, and they don't include any adjustments to the gain/loss (e.g. a Disallowed Wash Sale amount), then you should simply enter a summary for these sales. You'll only need to enter the total sales proceeds, total cost basis, and sales category.

Re: How do I import my 1099-B from Schwab's EAC?

flybyknightly — Sun, 13 Mar 2022 20:20:48 GMT

I'm having this issue in 2022. Schwab INT and DIV automatically imported perfectly; my 1099-B from RSU/ESPP sales never showed up. The only account Turbo Tax seems aware of is the brokerage account. :( I suspect they aren't ever going to prioritize fixing this if it's been half a decade and it's still unsolved.

Re: "The Equity Award Center does not currently have the func...

ekilada — Wed, 01 Mar 2023 05:52:55 GMT

@grantericstrong Looks like you get a lot of rewards; at least that's good 🙂

Think of some one who gets but one reward and has to file much less. Which would you choose.

-Eliyah

Re: How do I import my 1099-B from Schwab's EAC?

wfreitas — Sat, 18 Mar 2023 16:36:51 GMT

I am dealing with this pain for 10 years. Schwab is a joke. I wish my employer moved away from them.

Re: How do I import my 1099-B from Schwab's EAC?

l8huang — Sat, 29 Mar 2025 09:42:23 GMT

Holy cow, this is 2025, this still doesn't work.

Re: How do I import my 1099-B from Schwab's EAC?

vendrov — Wed, 11 Feb 2026 04:13:25 GMT

Is it still not available (import of 1099b from EAC)?

Re: How do I import my 1099-B from Schwab's EAC?

MarilynG1 — Thu, 12 Feb 2026 17:27:08 GMT

Here's some info on Schwab Import Issues. If you can share what you're seeing when when you try to import, we'll try to help.

@vendrov

Re: How do I import my 1099-B from Schwab's EAC?

user17753464031 — Sat, 04 Apr 2026 23:48:13 GMT

as of today 4/4/26, it's still not supported as I can see. I will move them out before I sell next time

Re: How do I import my 1099-B from Schwab's EAC?

MarilynG1 — Mon, 06 Apr 2026 20:41:57 GMT

If you have a 1099-B for reporting the sale of Employee Stock, if you know your correct Cost Basis, you can enter it in TurboTax as a regular Stock Sale. Often, the 1099-B from the broker does not have the correct cost basis (or has $0) as they may not have that information.

Depending on what type of employee stock you held, when you exercised your shares you should have received a Form 3922. The 'Exercise Price' is what you paid for your shares, and if you received an employee discount on the FMV of the share price, you were taxed on a W-2 for that year in that amount. Your W-2 should have an amount in Box 14. You can divided that amount by the total number of shares you exercised, and then add that amount to the 'Exercise Price' to get your correct Cost Basis.

When entering your 1099-B in TurboTax, choose 'Stock' and check the box 'cost basis is missing or incorrect'. On the next screen, enter the correct Cost Basis. Here's more info on Employee Stock Purchase Plans and RSU's and Taxes.

@user17753464031