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Level 3
February 27, 2022
Question

Imported 1099-Bs are empty

  • February 27, 2022
  • 1 reply
  • 5 views

I've got several Charles Schwab accounts, the 1099-INT and 1099-DIV imports were populated but the 1099-B are empty. There is data there at Schwab. How do I get it to work? Using TurboTax desktop 2021 Deluxe, Windows10. 

 

Thanks,

 

    1 reply

    Level 15
    February 28, 2022

    I would suggest manually updating your Turbo Tax software, then trying again. 

     

    You can follow the instructions here to update your software. 

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    Tesla99Author
    Level 3
    February 28, 2022

    Didn't solve the problem. It gets the correct amounts for 1099-DIV and 1099-INT but 1099-B the total is $0 that is incorrect,  100+ trades. It thinks it is extracting the correct data, it has the correct account number for the 1099-B but the amount is $0