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Level 2

Question

Failed to import 1099 forms from Schwab EAC

Forum|Forum|4 years ago
March 2, 2022
1 reply
14 views

I could import 1099 forms for individual accounts from Schwab. However, it does not let me import forms from Schwab Employer Account Center. I didn’t have such a problem in previous years.

Level 13

Are you receiving any error messages? In the interim please review this resource.

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Level 2

After the login, I was presented with a list of accounts to import. Only individual accounts are listed. I don't have an opportunity to select employer sponsored accounts.

Level 14

We need a bit more information to be able to assist you further. Is this a company specific portal where you normally access these forms?

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