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New Member
posted Feb 17, 2025 1:11:19 PM

Schwab 1099 fails to import

I've been through all the steps to import and have been successful with one account.

I have 2 other Schwab brokerage accounts and am unable to import the 1099 info for either one.

When the import process finishes there is a message "we can't find any forms for this account." The accounts exist and are selected from the dropdown menu.

I have tried Chrome and Edge browsers with same results.

Schwab customer service is unable to provide any reason why this is happening and point the blame at TurboTax.

Can anyone suggest a reason why this is happening?

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1 Replies
Level 2
Feb 17, 2025 1:33:13 PM

Same issue. Message is that it is importing but no data arrives. It goes in a circle. I don't even get an error message.