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Level 1
February 21, 2025
Question

Schwab 1099s not importing?

  • February 21, 2025
  • 2 replies
  • 37 views

I was able to connect to Schwab and import 1099 info from one of my accounts. 

However, another Schwab account which is available online (at schwab.com) is not showing up or importing via TurboTax. This is a brokerage account with dozens of pages of transactions. Not practical to enter manually.

For many years, I have used this feature without incident. This year, so far, it looks like a disaster. 

    2 replies

    Level 3
    February 22, 2025

    I posted  the same problem with both Schwab and Fidelity. No response from TT.  😞

    Level 3
    February 22, 2025

    Try a different default browser. TT goes for your default. I changed to MS Edge and it worked. Then I changed it back  🙂