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My schwab account info for interest and dividends has been imported into my turbotax account and shows up but does not transfer to tax calculator

 
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1 Reply
LeticiaF1
Employee Tax Expert

My schwab account info for interest and dividends has been imported into my turbotax account and shows up but does not transfer to tax calculator

You can review your Form 1040 before you e-file to make sure all the information imported correctly.  

 

  1. Continue your return by selecting Start or Continue
  2. Select Tax Tools from the menu
  3. With the Tax Tools menu open, you can then:
    • Preview your entire return: Select Print Center and then Print, save or preview this year's return (you may be asked to register or pay first)
    • View only your 1040 form: Select Tools. Next, select View Tax Summary in the pop-up, then Preview my 1040 in the left menu

How do I preview my TurboTax Online return before filing?

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