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1099 Composite on closed account

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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RachelW33
Expert Alumni

1099 Composite on closed account

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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1 Reply
RachelW33
Expert Alumni

1099 Composite on closed account

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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