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Level 1
posted Mar 15, 2022 10:31:02 AM

Can various Tax Forms {i.e. 1099s} be retrieved by you from SCHWAB, USAA, ETC???

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1 Replies
Level 8
Mar 15, 2022 10:50:19 AM

Neither Turbo Tax nor any other tax program can retrieve your tax documents from the source. You will have to contact the brokerage companies, banks, or place of employment directly.

If for some reason,  you are unable to retrieve it from the source, you can try to get it from the IRS Help.