1099 Composite on closed account

stuartmeiron · ‎February 26, 2025

I am able to login to Charles Schwab and download a copy of the 1099 Composite for a close account# that had activity in 2024, but when I try to download it through Turbo Tax, it only shows my active account#s. How can I get my closed account# to download?

RachelW33 · ‎February 28, 2025

For a closed Schwab account, you will need to contact Schwab and they will temporarily reactivate your account so that you can import the 1099. I believe they give you a one hour period to do this.

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View solution in original post

RachelW33 · ‎February 28, 2025

For a closed Schwab account, you will need to contact Schwab and they will temporarily reactivate your account so that you can import the 1099. I believe they give you a one hour period to do this.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

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1099 Composite on closed account