Qualified Dividends from Schwab not populating 3a on 1040 - Bug?

[Mikemuck]

About two weeks ago, i imported from Schwab, and everything looked good.  Because Schwab indicated that all forms would be available after Feb 28, I deleted the Schwab import and re-imported.   While the data did not change, and I reviewed the import, the numbers didn't correctly flow to the 1040 form.  For example, the import shows qualified dividends, but on the 1040 3a line, they don't show up.  (the original import I did a few weeks ago was correct).  Is there a problem with importing now, or perhaps there's a glitch because while deleted the original import, maybe something is not set right ??

[SteamTrain]

@Mikemuck 

Could be most anything....temporary hiccup....scrambled file....misformatted file

Edit the 1099-DIV either in the interview...or in Forms Mode, and check all the boxes against your paper 1099-DIV (or the PDF of your 1099-DIV), and enter anything that is missing in the correct box of the software's 1099-DIV.

__________________

Or delete the imported 1099-DIV and re-enter it...but manually this time.   Don't import.

OR delete and re-import it and see what happens.

[howard5983]

I am having the same/similar problem.  Import seemed to work fine, but…..

1. Interest amounts are in worksheet and get rolled-up to Schedule B and 1040 fine.

2.  Dividend amounts are in worksheet, but do not appear to get rolled-up to Schedule B OR 1040.

Interested in feedback from Intuit about whether this is a bug, or there is something else that might cause this.

Note:  ran the error check and it’s not showing any missing info or errors.

Howard

[Mikemuck]

To "fix" this, I went into dividends (step by step) and just started a manual entry, and the act of starting one, then populated the fields.  I then just deleted the blank form I started.  This is definitely not the behavior that should be and if I didn't check the forms, this could have been submitted as no error was found.  

[Mike9241]

I just imported all my tax info from Schwab without error  - interest, dividends - all lines, security transactions

using desktop deluxe. However, I have noticed others reporting errors in importing tax info from their brokers. Some of these OP have claimed success by deleting the initial import (from file tab) and then using a different browser.

try clearing your browser cache.

also disabling firewall, disabling antivirus - at your own risk

I use windows 10 and edge. 

[howard5983]

Thanks to those who shared thoughts on this issue.  I was planning to try to manually review/update the worksheets with the data that I imported, but after starting TurboTax desktop this morning, I found that the application recalculated things and the data from the 1099 worksheet now flowed correctly.

So, probably just the act of closing the TurboTax application, launching it again and re-opening the tax return caused the system to recalculate and thus resolve the issue.

Howard

[JLBoone]

Glad this worked for you. It hasn't worked for me.