Is there a way to get TurboTax to import a 1099 from a Schwab account that I closed during 2021? It imported my open accounts correctly, but not the closed account.

The account was an Intelligent Portfolio account, and I only found out that it hadn't been included because I was notified that I had an amended 1099. When I tried re-importing, that form was not imported. I downloaded the PDF and added it manually but I would never have known I was missing a 1099 if it hadn't been amended.

417

Intuit Alumni

Mar 7, 2022 12:34:53 PM

This is something that would need to be determined on the Schwab side. You would need to check directly with them to find out if they allow importing from closed accounts.

Returning Member

Mar 25, 2024 9:36:55 AM

*********** SOLVED *******************

Had the same issue, spent a lot of time searching.

Call Schwab, they will temporarily reactivate your closed account so turbotax can recognize and import from it.

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Is there a way to get TurboTax to import a 1099 from a Schwab account that I closed during 2021? It imported my open accounts correctly, but not the closed account.