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Level 1
posted Apr 13, 2023 3:13:04 PM

2021 Return - download Schwab 1099 data did not populate all data - 2 questions

Just received payment demand from IRS for 2021 missed income (Schwab short-term stock sale income). The income is visible on 2021 1099 now. Why was it missed in the download? Been using TurboTax online for last 4 years.

 

1. Could download process have missed picking up this?

2. Is there any way to see what 1099 data was downloaded? Or indeed can I confirm if I did indeed download the data (I was almost certain I did).

 

Thanks.         

0 3 347
1 Best answer
Intuit Alumni
Apr 15, 2023 1:00:59 PM

It would be best to click here and give us a call, so we can better assist you with this. @iorbell 

3 Replies
Intuit Alumni
Apr 15, 2023 1:00:59 PM

It would be best to click here and give us a call, so we can better assist you with this. @iorbell 

Level 2
Apr 15, 2023 1:08:29 PM

I assume you have the 1099/Year End Summary for Schwab 2021?  You'll want it for comparison reasons. Also -- note that investment firms frequently issue amended 1099's (as Schwab did in 2022) so also making sure you had the last one they issued for 2021.

Level 1
Apr 16, 2023 1:48:42 PM

Thanks so much for your reply - will check out those elements.  Ian