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Level 2
posted Apr 3, 2025 5:22:27 PM

Not importing complete financial information

TT is not importing all the information from my Schwab account - after it 'completes' the import a review screen pops up telling me line 1a Total Ordinary Dividends are blank.  

 

Tried to 'input manually' but just goes back to the financial info search page.

 

So frustrated - used this software last year and it all worked flawlessly.?.

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3 Replies
Expert Alumni
Apr 4, 2025 10:09:29 AM

If you are using TurboTax Online, try importing using a different browser. Make sure any VPN or Anvi-Virus is turned off.

 

See the following TurboTax Help articles for potential fixes:

Level 2
Apr 4, 2025 12:13:26 PM

I purchased & downloaded from Amazon. So the answer is moot.

Expert Alumni
Apr 7, 2025 7:23:27 PM

You may need to enter your dividends manually if your import did not bring them over correctly.  You can make a one-line entry for the totals, if you more than one 1099-DIV.

 

After choosing 'Add Investments' at the bottom of the investment section, choose 'Skip Import', then click on the 'Dividends' icon and Continue.  The next page you'll enter your dividend info.

 

@sheryljo