It may be because you are gong to get an updated/corrected tax form from Schwab. Charles Schwab recently sent out emails notifying some customers that they would be receiving a corrected tax form. The notification indicated that this would result in receiving an error message when attempting to import tax information into tax preparation software. Below is an example of what they sent out.:
We’re reaching out to let you know that you’ll be receiving a Corrected Form 1099-B for your account(s) ending in: xxx.
You may have received an error message when attempting to import your tax information into a third-party tax preparation software. (Downloaded CSV files may also show incomplete information.)
To avoid filing with incorrect data, please wait for your Corrected Form 1099-B before submitting your tax return.
What to expect next:
- Corrected 1099-B forms will be issued on or around February 27, 2026.
- You will receive a notification when your corrected form is available.
- Once available, you will be able to import your updated tax information into your tax preparation software.
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