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New Member
posted Mar 14, 2025 3:02:14 PM

Manually entering Form 1099 Composite from Schwab

I am attempting to enter the information from my Form 1099 Composite from Schwabe and there and cannot find the appropriate place.  The closest I can come is a Form 1099 B, and that's inappropriate.  Have not had that problem in previous years.  Help!

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1 Replies
Expert Alumni
Mar 15, 2025 5:47:38 AM

Typically, Form 1099 composite from a brokerage will have sections to report for interest income (Form 1099-INT), dividend income (Form 1099-DIV), and possibly stock sales (Form 1099-B).  You would take each of those sections one at a time and enter the appropriate information.  

 

Be aware that this part of TurboTax does look quite a bit different for the 2024 tax return than it did in the past.  

 

The following TurboTax help articles will give you some further guidance:

 

Where do I enter Form 1099-INT?

 

Where do I enter my 1099-DIV in TurboTax Online?
 

Where do I enter investment sales?