Schwab 1099 is up, Turbotax uploaded it, but the data is completely wrong

You can enter your Form(s) 1099 manually into TurboTax. If you would like to do this, you can follow the instructions below on how to manually enter Form(s) 1099.

 

This instruction is for a Form 1099-INT, but the method is the same ‌for 1099-DIV and 1099-B.

 

You can enter your Form 1099-INT information using the steps below:

1. Open your return
2. In the search Bar enter Form 1099-INT
3. Select "Jump to 1099-INT"
4. It will ask, "Did you have investment income in 2024?" Select "Yes"
5. Select "Continue"
6. Select "Skip Import"
7. You will Select your investment type which is "Interest"
8. You will "Continue"
9. Then you will see the screen "Let's get the info from your 1099-INT"
10. You will type in the information from your Form 1099-INT on that page

 

Your screens will look something like this:

 

Search for your 1099-type by clicking on search and typing your Form number in the search bar.

 

 

Answer "Yes" to Did you have investment income in 2024?"

 

 

Click on the box that represents your investment type:

 

 

 

Click here for additional information on entering Form 1099-B

 

Click here for Instructions to Form 1099-B

 

Click here for additional information on entering Form 1099-INT

 

Click here for additional information on Form 1099-INT

 

Click here for "Where Do I Enter Form 1099-DIV in TurboTax Online?"

 

Click here for "What is IRS Form 1099-DIV

I probably should just switch to paper filing. Fill out the forms manually. Not pay TT a dime. I bet it would be faster.