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Level 2
posted Feb 15, 2026 8:15:15 AM

1099DIV import from Charles Schwab

This may be as much a heads-up as it is a question.  I was able to import my 1099-DIV, 1099-INT and 1099-B from Charles Schwab this morning.  The DIV amounts, however, did not appear correctly in the Wages and Income Summary for Dividends - the amount wasn't being included.  I tried re-typing a value within the 1099Div, but that didn't correct it.  I needed to delete it and manually re-enter it for it to recognize the amounts.  I am now doing to do this for 1099-INT and 1099-B because I can't trust the import through TurboTax.  

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