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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?
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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.
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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