Extra entries when importing Schwab into TT

[CristinaTLewis]

I have the same problem that others posted. I imported from Charles Schwab, which I have done successfully for years, and TT is showing extra entries with no or incorrect data, and some correct data. Must I really go through each and every form to correct this situation? This is ridiculous!

[CatinaT1]

Helpful TurboTax Articles:

• What if I can't import my 1099?
• How can I fix my 1099 import issue?
• How do I import my 1099s?
• How do I enter a large number of stock transactions in TurboTax?

If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.

To fix this you need to allow TurboTax to securely retrieve your data through your browser settings:

1. Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL.
2. Find Local Network Access in the dropdown menu.
3. Toggle the switch to ON.
4. Refresh the page and attempt your import again.

What do I do when my data isn't imported into TurboTax Desktop even though it says successful import...

If permissions aren't the issue, one of the following factors may be at play:

• Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements.
• Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back.
• Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.

[CristinaTLewis]

This doesn't answer my question at all. 

[LeticiaF1]

If you are having issues with the form that you imported, delete it and import it gain.  

To delete it:

1. Open your return.
2. Go to Tax Home
3. Select Tax Tools in the left menu
4. Click on Tools
5. A pop-up will come out called Tool Center
6. Select Delete a form
7. Select Delete next to the Form 1099 that you want to delete

If you are using TurboTax Online, please follow the instructions in this TurboTax Help article to delete a form.

If you are using TurboTax Desktop, please follow the instructions in this TurboTax Help article to delete a form.

Once you delete it follow these steps to import your Schwab 1099 form again:

• Log in to schwab.com/passwords
• In the Security Center, scroll down to Third-Party Access to Account Information
• Under OFX, select Enable Third-Party Access
• You will receive an email confirming third-party access is enabled
• Login to TurboTax
• Continue to your return
• Search for the form you’d like to enter 
• Select the link at the top of the search results
• Continue through to successfully import your Schwab 1099 forms

If your isse continue, you might have to manually enter your transactions.

Where do I enter or import a 1099-B?

@CristinaTLewis 

[CristinaTLewis]

The issue is not with the information I imported. The issue is with the Turbotax software CORRECTLY DISPLAYING THE INFORMATION I IMPORTED!  The TT software has several bugs this year, some that were not fixed from 2024. I'll be switching to better software from now on.