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raybamford
Level 1
Feb 21, 2025 10:52 PM UTC
Question

Schwab 1099s not importing?

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

    fac1012
    Level 3
    Feb 22, 2025 1:38 AM UTC

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

    fac1012
    Level 3
    Feb 22, 2025 7:15 PM UTC

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

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