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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

Not importing complete financial information

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:

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Not importing complete financial information

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

MarilynG1
Expert Alumni

Not importing complete financial information

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 

 

 

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