Can I import 1099 from charles schwab?

[WayneC1]

This DOES NOT WORK. For two years in a row when I enter my Schwab User ID TurboTax does not let me log in and says "The entered value does not meet the Login ID requirements." Time to find some functional tax software.

[Cass0317]

@WayneC1 You may need to check your brokerage to see if they are allowing third-party access. It is possible that your brokerage has restricted TurboTax's access to your statements, unless you grant consent and you might need to do something similar to what is described below. Please see the link below for more help signing in:

• How can I fix my 1099 import issue?

[frank-lg]

3rd access is enabled but TT is not able to import 10990-B from Schwab (for my stock option trades). 1099-B is not listed, only 1099-INT is listed. Is this a TT problem or a Schwab problem?

[MichelleLO]

If you are not seeing your 1099-B listed when you import from Schwab, please reach out to their Customer Support for assistance. 

If you would like to speak to TurboTax Customer Support, please see the below Help Article for instructions:

What is the TurboTax phone number?

@frank-lg

[theloniusk]

Suggest I reference an article, when non is added? Turbotax isn't giving me an option to import?

What is up with you guys????

[frank-lg]

Neither TT nor Charles Schwab CS were any help. They are saying I need to enter it by hand and I have over 25 trades (for some reason Schwab creates multiple line items per trade) and I do not have all the info at hand as TT is asking for vesting date, taxes withheld as well as the info on the paper copy of 1099-B from Schwab.

[MaryM428]

You can delete any individual entries and just add a summary of each of the different sales categories.  Your 1099-B should have those groupings. For example "Short-term covered" or "Long-term covered".

1. Open or continue your return and search for stock sales.
2. Select the Jump to link in the search results.
3. Answer Yes to Did you sell stocks, mutual funds, bonds, or other investments in 2020?.
   • If you land on Your investment sales summary, select Add more sales. 
4. On the OK, what type of investments did you sell? screen, select Stocks, Bonds, Mutual Funds, then Continue.
5. When asked how you want to enter your 1099-B, select I'll type it myself.
6. Answer the questions until you can select Enter sales section totals.
7. You'll now be able to enter the total proceeds (sales) and cost basis, along with the sales category. Refer to your 1099-B for the amounts and category. When finished, select Continue.

[4577]

it isn't working

[4577]

i cannot import my information