topic Re: Download 2nd 1099B from a different broker in Investing

Download 2nd 1099B from a different broker

karl22 — Wed, 11 Feb 2026 07:02:18 GMT

Just received 2nd 1099B from a different broker. TDAM sold to Schwab. TurboTax doesn't seem to provide an download option. Only manual entry.

How do I get Turbotax to download the TDAm 1099B?

Re: Download 2nd 1099B from a different broker

JotikaT2 — Sat, 02 Mar 2024 05:17:15 GMT

Since both Schwab and TD Ameritrade are TurboTax import partners, you should be able to import your 1099-B forms.

Please see the attached link for more information on how to import your 1099 information.

Importing 1099 information

There are some situations where the import might not work. It could be something simple as selecting a slightly different brokerage name, using an unstable internet connection, or maybe using a different account number format. Another solution is to log into your investment account using a different browser as sometimes this also could be an issue if a pop up blocker is installed.

Please see "What if I can't import my 1099" for more suggested solutions if the steps in the first link do not work.

Re: Download 2nd 1099B from a different broker

karl22 — Sat, 02 Mar 2024 21:14:32 GMT

Import worked! Don't know what I did wrong yesterday. THANKS!