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Level 3
posted Feb 27, 2022 3:08:43 PM

Imported 1099-Bs are empty

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,

 

0 3 741
3 Replies
Intuit Alumni
Feb 27, 2022 4:09:42 PM

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

 

You can follow the instructions here to update your software. 

Level 3
Feb 27, 2022 6:40:07 PM

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

Level 3
Feb 27, 2022 7:08:05 PM

It reported the accounts to have 1099-B with a value of $0. Now thinking how could that be I decided to continue importing, and to my surprise it populated all the accounts with stocks, dates and dollar amounts, they look correct.  The only reason I didn't complete this before is it told me there was nothing there. I'm not too impressed.