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Importing 1099s from Chas Schwab

I am having the same problem that others are reporting but I can add a few details.


(1) I am trying to amend a return from 2020.  Using the original CD, (Home/Business)  I was able to download from Schwab for my original filing.

(2) Now that I am trying to amend, and have updated the software,  I can no longer download.

(3) I do not have third-party access recorded with but Schwab but am told that I do not need it.  Schwab is an Intuit  tax partner so I this should be worked out.

(4) Like others, I can select Charles Schwab as the brokerage on the list of tax partners but when I select "continue," I never get a dialog box that allows me to enter my credentials. Like others, I have no problem obtaining a box for credentials when I select a different tax partner for 1099 info.


Has a solution been devised to this problem for the years that are affected?  It seems like a good number of people are wasting a good amount of valuable time because of this problem.  I would love to have it fixed.


3 Replies
Level 15
Level 15

Importing 1099s from Chas Schwab

The ability to import 1099s is only for the current tax year. It is not available for past years.


Importing 1099s from Chas Schwab

i was able to import from 2021 but not 2020

Importing 1099s from Chas Schwab

If you are amending Schedule D/8949, you'll have to make the changes using EDIT/UPDATE.

If you are not amending that aspect, there's no reason to import financial data a second time.



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