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Level 1
posted Feb 15, 2024 2:41:25 PM

Received Email From Charles Schwab about 1099 Consolidated being ready

I received an email today from Charles Schwab that my 1099 Consolidated is ready. I've check the Schwab website and indeed it is. However TurboTax won't let me import it until 2-16-2024.  I understand it's just one day but isn't this something that is included in TurboTax updates when I open TurboTax on my desktop?

 

Thanks, Rick

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1 Replies
Expert Alumni
Feb 15, 2024 5:00:01 PM

Making a document available to download as a PDF document is not the same as making the information available for import into the various tax software programs.  It typically takes a few days after a brokerage makes PDF versions of tax forms available before they are available for import into tax software.