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.
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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.
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