turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Attend our Ask the Experts event about Tax Law Changes & Forms (2024) on Mar 19! >> RSVP NOW!
Close icon
Do you have a TurboTax Online account?

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

lefty8632
New Member

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?

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

Schwab 1099 fails to import

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.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question