Can you import 2023 1099 in December 2024 ? I can’t, Schwab account. Only shows 2024 available 1/19/2025. What gives ???

[Bang4dabuck]

Is it Schwab ( they think not ) or Intuit MAGAing early ???

[VolvoGirl]

Sorry it is too soon to import into 2024 and too late to import 1099 to 2023 and prior.  The companies have taken down the special import files for prior years even though you can get a pdf of a prior year 1099.  

[SteamTrain]

In some prior years, the financial providers that have to create those specially-formatted import files. a few of them had taken down those special files by sometime in late July or August. 

So get your imports done by sometime in June to be sure you get them.  Either that, or just be prepared to enter those data sets manually, using the printed copies they either mail out or provide for you as download PDF files.

[Bang4dabuck]

That’s some clown show **bleep** Intuit is pulling. Why isn’t the ability of importing 2023 info available ? Doesn’t make any sense.

Any more flexible tax software out there that will give me what I paid for ? I can try H&R on Monday but would’ve had my answer this afternoon if Intuit wasn’t so out of touch having to pull teeth to get the door slammed in my face. Anybody got any other tax software to try because to input this 1 1099 is overwhelming

[Bang4dabuck]

They now feel empowered to screw the consumer, hopefully that ends badly. I will give a call Consumer Protection on Monday to see what I can do, it’s not January 20th yet

[Bang4dabuck]

I will contact the 3 large institutions regarding this to make sure it is not them that are at fault with not providing me the opportunity to import and download a whole bunch of tedious info or if it is indeed lying on the shoulders of Intuit. Ok and then Consumer Protection Agency

[SteamTrain]

@Bang4dabuck 

When talking to them, make sure you distinguish between the various "2023" 1099-B, -INT, -DIV, -OID forms, that they normally provide for you to download as PDF files from your account, and the entirely different tax import files that are used by all the tax software providers  (Like H&R Block).  Many call-in support staff are not aware of the difference.

But while those Financial institutions are required to provide you the PDF or paper forms at tax time, there is nothing I've ever heard of that requires them to prepare the special tax import files.  That is just an additional service they have the option to provide.  In fact, many smaller banks and Credit Unions may not bother expend resources to prepare those special tax import files for their 1099-INT forms at year end.