Can I download 1099 information from Charles Schwab to Turbotax?

[Alkinnear]

Does not work for Charles Schwab

[CarissaM]

Please follow the instructions here if you are having trouble importing your 1099. 

If you are unable to import still, you can follow the instructions here to enter a large number of stock transactions in Turbo Tax. 

If you need additional assistance, please click here to contact customer support. @Alkinnear

[SKTJ]

The problem with downloading Schwab 1099 etc into TT lies with the TT form.  The form freezes, does not show any words, cursor doesn't move, etc.  If I go to the online TT site, it may work better, but I have Deluxe on my computer and the only thing left to do is to import from Schwab.  Yes, 3rd party permissions are in place. 

When will this be fixed by TT???  It seems this is a common problem as this same discussion is taking place all over the web.

[PV_AZ]

Tried to import my Schwab 1099.  Like every one else on this thread, it simply does NOT work.  I check to ensure 3rd party access is enabled. Giant PITA.  TurboTax/Intuit, you're letting a lot of people down with your products.  When will this get fixed? 

[HeatherPLO]

@PV_AZ

If this still isn't working for you, please try to utilize the workaround posted on this thread here. 

[Backlaboy]

My wife has two accounts through her work. One is for ESPP. This is listed as the 'brokerage' account. I can down load the 1099-B for this account. But my Schwab Equity Awards account for my companies Restricted Stock Grants cannot be down loaded. This is the account where all her trading is done. I guess I have to enter it manually. I really dislike Schwab. My company uses Etrade for company stocks. So much better.

[GMMSJM0471]

can you download more than one company

[MarilynG1]

Yes, you can.  When you start typing in the name of the Company you want to import from, in the search results below, double-click on your company and you'll be directed to the Sign In page for that company.  Use the same process for your other companies. 

Some financial accounts require that you enable 'third party access' in order to import documents.  If you have an issue importing, check with your company to see how to do this (usually in account settings).

After importing, go to the Income section, and click on Import Summary.

@GMMSJM0471