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

 
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2 Replies

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

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

 

What does Schwab say about it?

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

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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