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Returning Member
posted Feb 28, 2023 2:33:13 PM

1099 Download

My Schwab brokerage account just sent me a Corrected 1099 form.   Fortunately I haven't submitted my taxes yet.   So I deleted the original 1099 in turbotax, and tried to import the new one, but it keeps importing the old one only.   When I log into Schwab, both the original and corrected 1099's are there, so I guess turbotax sees the first and imports that one.   I've even tried to clear my cache and cookies, but it keeps downloading only the original 1099.   Please help - I don't want to have to manually input changes.   Thanks.

 

FOLLOW UP:   It appears if you give it a few days from when the Corrected 1099 is put into Schwab, you will get access to it.   Just be patient, not like me.

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1 Replies
Intuit Alumni
Mar 1, 2023 8:19:18 AM

Glad it updated for you!