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posted Mar 28, 2025 11:51:00 AM

Issue with importing 1099 from Charles SCHWAB using TurboTax Premier windows desktop version

I am facing an issue with importing 1099 from Charles SCHWAB. This is what is happening:

1. Upon clicking on "Continue" button, 

2. Pop up comes one, saying it will open a tab in your default browser to get start ........etc etc

3. Click OK and it open a browser tab  that "Get My Form" button

4. Click on Enter form , it prompts for credentials and once entered, it connects and completes successfully.

Now the PROBLEM:

 

5 . The forms which were suppose be imported does not get imported to the desktop.. Rather  they appear in "intuit.com  under "Documents" section upon logging to the intuite web site.

0 1 1869
1 Replies
Employee Tax Expert
Apr 1, 2025 7:38:18 PM

Please see how do I import my 1099s for directions on how to import your form.  If you just have stock transactions, you can also refer to where do I enter or import a 1099-B for more detailed instructions.