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Level 2
February 27, 2026
Question

1099B info

  • February 27, 2026
  • 2 replies
  • 75 views

I have used Turbo Tax for years and this is the first time we cannot figure out what to enter from Spouse's form 1099B from Schwab.  Unfortunately Turbo Tax does not allow us to import from the spouse's account, only from mine.    The selections of what is to be entered seem to not be the same as Turbo Tax indicates. Very frustrating.

 

    2 replies

    Level 15
    March 1, 2026

    Can you clarify?  What is it that you can't figure out where to enter?   

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    Level 2
    March 2, 2026

    We finally reached someone at Schwab and were able to import data. Thank you.