topic If I do not receive a 1040 D from Charles Schwab (where I traded some stock once or twice last year) do I need to file a Schedule D on my taxes? in Investors & landlords

If I do not receive a 1040 D from Charles Schwab (where I traded some stock once or twice last year) do I need to file a Schedule D on my taxes?

tastyoj — Wed, 29 Jan 2020 17:15:13 GMT

Re: If I do not receive a 1040 D from Charles Schwab (where I traded some stock once or twice last year) do I need to file a Schedule D on my taxes?

DoninGA — Wed, 29 Jan 2020 17:19:18 GMT

You should receive a Form 1099-B from the brokerage if you sold any stock in 2019. The brokerage usually will send out the 1099-B in late January or early February.

Also, see this TurboTax support FAQ for importing a form 1099 - https://ttlc.intuit.com/community/entering-importing/help/how-do-i-import-my-1099/01/26254

Re: If I do not receive a 1040 D from Charles Schwab (where I traded some stock once or twice last year) do I need to file a Schedule D on my taxes?

VolvoGirl — Wed, 29 Jan 2020 17:19:28 GMT

You get a 1099 for investments. A 1099B for sales and 1099INT & 1099DIV For interest and dividends. You don't get a D, you fill out schedule D. The brokers haven't sent the 1099s yet. Wait for it. Do not file until you get all your info and forms.