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bobis_bob
New Member

How can I download Charles Schwab 1099 information?

 
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4 Replies
jtax
Level 9

How can I download Charles Schwab 1099 information?

See below. Just choose Charles Schwab from the financial institution when prompted and enter you regular Schwab website username and password. I did this last week and it worked fine.

https://ttlc.intuit.com/replies/3389470

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How can I download Charles Schwab 1099 information?

Thanks for trying to answer this.  But there is no "Jump to" link on a 1099B search in my TurboTax Business return. 

 

I called TurboTax.  Customer assistance said I cannot do this type of importing of Schwab account results with a TurboTax Business return.  Only with personal, home & business, etc.  So I will print out the Schwab data and input it by hand.

How can I download Charles Schwab 1099 information?

I want Charles Schwab - not Turbo Tax FOR MY 1099 FORM TO PRINT OU T  !!!!!

RobertB4444
Expert Alumni

How can I download Charles Schwab 1099 information?

In order to print your Charles Schwab 1099 forms you would have to go directly to the Charles Schwab website and log in there.  You can't print the imported 1099 forms from TurboTax.

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