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New Member
posted Feb 19, 2022 7:53:16 AM

I imported brokerage data from Charles Schwab. Turbotax accepted the 1099Div and 1099Int data without problems, but ignored the 1099B transactions. How come?

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2 Replies
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.  

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.