Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Level 3
posted Feb 28, 2023 10:10:07 PM

cannot reimport data from one of my Schwab accounts

I was ready to e-file my return until I got an amended 1099 document for one of my Schwab accounts (I'll call it "account A123").  I need to reimport data for just that one account.  Since TurboTax does not have a "replace imported data" feature (is that right?), I started by "file" and then "remove imported data" and then I chose the two items (1099-DIV and 1099-B) associated with account A123.  I was able to delete the data this way, and I checked to see that the data for my other 5 Schwab accounts was not affected (i.e. they were still all there.)

 

However, when I next re-import data from Schwab account A123 (with the amended data) into TurboTax, I was able to choose account A123 from a list of all my Schwab accounts, but when the data import was completed, all the data for all my other 5 Schwab accounts had been deleted, leaving me with just the imported data for Schwab account A123.

 

Did I do something wrong?  If not, this seems to be a major TurboTax software bug.  How can I reimport data for selected account(s) from selected brokerage firm(s) without any impact to all the other account data that had already been imported?

0 2 409
2 Replies
Intuit Alumni
Mar 1, 2023 11:36:22 AM

One of our users @RichieR1  has a great workaround to import using multiple accounts here. Please try this, to see if it works for you.

Level 3
Mar 1, 2023 11:48:24 AM

I tried the workaround to clear cache and cookies, but unfortunately the same problem persists.  I guess I'll have to manually enter the revised figures on my amended 1099s.