turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

1099 HOW TO IMPORT FROM SCHWAB

 
Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
JohnR1
New Member

1099 HOW TO IMPORT FROM SCHWAB

Provided that your Form 1099 is one of the following types of 1099s, you can import it directly from Charles Schwab:

 1099-B1099-DIV1099-INT1099-OID, or 1099-R 

Charles Schwab is a TurboTax Partner.

Please see the following TurboTax FAQ, on "How do I import my 1099?":

https://ttlc.intuit.com/replies/3389470

 

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies