1099-B hard coded date to import

Forum|Forum|3 months ago
February 13, 2026
1 reply
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Anyway around the hardcoded date to download my 1099-B? Each year TT Desktop hard codes a date that I can import my 1099-B. It's always ready early, but TT will not let me import until the future date.

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baldietax

Level 12

the release of 1099B data is driven by the brokerage it's not a hardcoded thing from Intuit. You may have a 1099 in hand but it's a different data feed the brokerages need to prepare and provide so import is usually available later.

golfotterAuthor

Level 2

Thanks for the reply, but my version of Turbo Tax Desktop does not allow the 1099-B to be downloaded until the date that Schwab says it will be ready. 2-13(or whatever date Schwab says each year) shows up inside TT and if you try to login to Schwab or in years past E-Trade it skips to another page. Focres you to manual entry. I got the 1099-B today(2-13), but I could have downloaded it yesterday. I'm just curious why those dates are harecoded in the TT updates. It's been happening for years.

baldietax

Level 12

@golfotter right - you can't import til the date Schwab says that data will be ready. every brokerage has a set date when they start releasing data for import. some brokerages have earlier dates and if your 1099 is ready you can import, otherwise you have to wait.