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p.burget
Level 1
March 29, 2025
Question

how do i import 1099 data from a closed schwab account?

  • March 29, 2025
  • 1 reply
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    1 reply

    fanfare
    fanfare
    Level 15
    March 29, 2025

    Even if your account is closed, you should be able to log in to get tax documents.

     

    What does Schwab say about it?

    baldietax
    baldietax
    Level 12
    March 29, 2025

    seen a few threads that closed accounts are not part of the import.  I recall a TT employee expert suggesting you can call Schwab to temporarily reopen the account to do the download, not sure if that works.

     

    Failing that with 2 weeks left to file - or instead of spinning wheels on import if it's not a complex 1099 - just manually input and move on.

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