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Level 15

Charles Schwab is missing from the list of banks and brokerages that TurboTax can retrieve the 1099-INT and 1099-DIV documents from. Is that faulty?

Are you using the CD/download version or the web bases online version?
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
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Level 15

Charles Schwab is missing from the list of banks and brokerages that TurboTax can retrieve the 1099-INT and 1099-DIV documents from. Is that faulty?

Schwab is not missing.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
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New Member

Charles Schwab is missing from the list of banks and brokerages that TurboTax can retrieve the 1099-INT and 1099-DIV documents from. Is that faulty?

I have Freshly updated Desktop TurboTax 2018 Deluxe Federal + State, and Charles Schwab is missing from the list
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Level 3

Charles Schwab is missing from the list of banks and brokerages that TurboTax can retrieve the 1099-INT and 1099-DIV documents from. Is that faulty?

Not answer but it is the only way to post a screenshot.

I am seeing this problem also. 

Windows 10 Pro fully updated

Desktop TurboTax 2018 Deluxe Federal + State

TT Updated as of 1/17/2019

About TT 

wrapper  018.000.0109

WinPerReleaseEngine 018.000.352

WinPerFedFormset   018.000.1762

WinPerTaxSupport   018.000.124

Highlighted
Level 3

Charles Schwab is missing from the list of banks and brokerages that TurboTax can retrieve the 1099-INT and 1099-DIV documents from. Is that faulty?

Looks like it has been report per

<a rel="nofollow" target="_blank" href="https://ttlc.intuit.com/questions/4526746-charles-schwab-is-shown-as-a-firm-that-you-can-import-your...>
Highlighted
Level 15

Charles Schwab is missing from the list of banks and brokerages that TurboTax can retrieve the 1099-INT and 1099-DIV documents from. Is that faulty?

Yes, this has been reported.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
Highlighted
New Member

Charles Schwab is missing from the list of banks and brokerages that TurboTax can retrieve the 1099-INT and 1099-DIV documents from. Is that faulty?

I have used Turbotax for over 10  years and this is the  first time Schwab appears in the list one day and then next day it is gone.  It has nothing to do with Feb. 2.  Prior to this, one gets a message telling it will be available for import in Feb.  But for Schwab to not even appear in the list but shows in the banner of the financial instituations is bothersome.  Please fix it so we will be able to import at the beginning of Feb.
Highlighted
Level 15

Charles Schwab is missing from the list of banks and brokerages that TurboTax can retrieve the 1099-INT and 1099-DIV documents from. Is that faulty?

It has been reported and is being looked into.

According to Charles Schwab (in my personal account) 2018 forms will be available in February so hopefully it will get fixed before that.  
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**