3568246
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Manually entering Form 1099 Composite from Schwab

I am attempting to enter the information from my Form 1099 Composite from Schwabe and there and cannot find the appropriate place.  The closest I can come is a Form 1099 B, and that's inappropriate.  Have not had that problem in previous years.  Help!

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
AnnetteB6
Expert Alumni

Manually entering Form 1099 Composite from Schwab

Typically, Form 1099 composite from a brokerage will have sections to report for interest income (Form 1099-INT), dividend income (Form 1099-DIV), and possibly stock sales (Form 1099-B).  You would take each of those sections one at a time and enter the appropriate information.  

 

Be aware that this part of TurboTax does look quite a bit different for the 2024 tax return than it did in the past.  

 

The following TurboTax help articles will give you some further guidance:

 

Where do I enter Form 1099-INT?

 

Where do I enter my 1099-DIV in TurboTax Online?
 

Where do I enter investment sales?

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question