I imported brokerage data from Charles Schwab. Turbotax accepted the 1099Div and 1099Int data without problems, but ignored the 1099B transactions. How come?
02780
2 Replies
dabo1
New Member
Feb 20, 2022 4:55:09 PM
I have a similar problem, except I didn't get a 1099B from Schwab. I easily imported their 1099COMP (DIV and INT), but Turbotax is not entering a large Capital Gains Distribution shown on Schwab's 1099-DIV. Don't know where to enter it myself.
dabo1
New Member
Feb 20, 2022 5:12:42 PM
Sorry, scratch my question. Turbotax did pick up my Capital Gains distribution. They just didn't show it in their summary (which was irritating), but I later discovered they included it elsewhere.