I have three accounts with Schwab and the no of reported transactions exceeds 2500. Turbo TAX is not able to download 1099b
You'll need to sign in or create an account to connect with an expert.
Although I cannot help you with TurboTax Desktop not being able to download fully your 1099-B transactions from Schwab I can give you an alternative that is better than manually entering each transaction. The alternative would be to enter summary totals for each asset sale category. It will require you to mail a copy of your Form 1099-B along with Form 8453 (which TurboTax will generate). To do this please follow the steps below:
After entering all your category summaries, Look for "To finish reporting these sales, follow the mailing instructions" and click on the link for these instructions:
this sucks
Still have questions?
Make a postAsk questions and learn more about your taxes and finances.
moemeyers
New Member
diaspora1010
New Member
agm1188
New Member
Edge913
New Member
MLP_Banana
Level 3
Did the information on this page answer your question?
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.