How to download Schwab 'Closed Account' Data to Turbotax?

[davidsson]

I have to load data from 3 different closed Schwab files to TT. 

I enter into the TT process and get a pop-up screen/gateway that shows one 'open' Schwab file, but not the closed files I can see when I log into Schwab normally.

On that screen it states..."Select the Schwab account(s) you’d like to link to Intuit. You can link all your current accounts. Tax forms for closed accounts will need to be downloaded from schwab.com/taxforms."

Are they available to automatically download files (to TT from schwab.com/taxforms) in some other way  or am I stuck with typing it in?

[CatinaT1]

See the following TurboTax Help articles for potential fixes:

• What if I can't import my 1099?
• How can I fix my 1099 import issue?
• How do I import my 1099s?
• How do I enter a large number of stock transactions in TurboTax?

[davidsson]

OK... So I need to type it in myself.

[ilikechuck]

*********** SOLVED  *******************

Had the same issue, spent a lot of time searching. 

Call Schwab, they will temporarily reactivate your closed account so turbotax can recognize and import from it.

[kevinr12240]

I found the answer from March 2024 and tried it:  "Call Schwab, they will temporarily reactivate your closed account so Turbotax can recognize and import from it."

I just contacted Schwab today and the information is still accurate.  Schwab gives you a one hour window where the closed account is reactivated for you to import to Turbotax.