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Returning Member
posted Feb 20, 2022 7:05:21 PM

Importing Schwab 1099 info to CD/desktop TurboTax possible?

Hello,

 

Is importing my Schwab 1099 info to a CD/desktop version TurboTax Premier possible, or is it only possible on an online version of TurboTax Premier?

 

Brian

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1 Replies
Level 15
Feb 20, 2022 9:47:03 PM

Schwab partner's with Intuit (Turbotax). import using any of the desktop versions of Turbotax is possible

open the return 

on the file tab select import

select financial institution

type in schw and Charles Schwab should appear

click on it and then go through the routine to import.