You'll need to sign in or create an account to connect with an expert.
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
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.
I want Charles Schwab - not Turbo Tax FOR MY 1099 FORM TO PRINT OU T !!!!!
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.
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
jtm345
Returning Member
gsutton007
Level 2
slandlo1960
New Member
Howard24
New Member
stuartmeiron
Level 1