topic Imported 1099-Bs are empty in Get your taxes done using TurboTax

Imported 1099-Bs are empty

Tesla99 — Sun, 27 Feb 2022 23:10:02 GMT

I've got several Charles Schwab accounts, the 1099-INT and 1099-DIV imports were populated but the 1099-B are empty. There is data there at Schwab. How do I get it to work? Using TurboTax desktop 2021 Deluxe, Windows10.

Thanks,

Re: Imported 1099-Bs are empty

CarissaM — Mon, 28 Feb 2022 00:09:42 GMT

I would suggest manually updating your Turbo Tax software, then trying again.

You can follow the instructions here to update your software.

Re: Imported 1099-Bs are empty

Tesla99 — Mon, 28 Feb 2022 02:40:07 GMT

Didn't solve the problem. It gets the correct amounts for 1099-DIV and 1099-INT but 1099-B the total is $0 that is incorrect, 100+ trades. It thinks it is extracting the correct data, it has the correct account number for the 1099-B but the amount is $0

Re: Imported 1099-Bs have a value of $0

Tesla99 — Mon, 28 Feb 2022 03:08:05 GMT

It reported the accounts to have 1099-B with a value of $0. Now thinking how could that be I decided to continue importing, and to my surprise it populated all the accounts with stocks, dates and dollar amounts, they look correct. The only reason I didn't complete this before is it told me there was nothing there. I'm not too impressed.