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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
dabo1
New Member

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

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

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

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.

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