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SS Whip
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Download Issue with TurboTax 2024 & Schwab

I'm posting this so that the moderator can pass it along...There is a problem with downloading 1099s from Schwab. The scenario is as follows:

 

After I had already downloaded some 1099s from my Schwab accounts, they added a new 1099 to one of my accounts. When I downloaded the newly added 1099, the previously downloaded 1099s disappeared from TurboTax. After multiple attempts, I finally figured out that I had to delete the new 1099 from TurboTax, then re-download all the 1099s.

 

Intuit needs to correct this because brokerages routinely drop new or updated 1099s after the initial drop.

 

Thanks

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