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Level 2
posted Mar 13, 2023 6:21:27 PM

Schwab Corrected 1099 Not imported Corrected Data - as of March 13, 2023 only previous Corrected 1099 loading

I got an alert from Schwab for another CORRECTED 1099 but when loading the update, it was the previous Update.  The PDF 1099 on the Schwab Web Site had the CORRECTED version dated March 10, 2023.

 

I suspect the TT data version has not been updated yet by the Schwab IT Team.  I will try in a few days.

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I had a similar experience w/ TD Ameritrade.  Their PDF CORRECTED version was available but not the TT version.  It was fixed after 3 hours by Ameritrade.  

 

Update: 3-14-2023  -  All Corrected documents uploaded w/o issues.  I just waited a few hours and the TT upload got all the new corrected 1099's

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1 Replies
Level 15
Mar 13, 2023 10:57:22 PM

 3/14/2023

I had the same problem with the same broker. I called Schwab but they said it was a TurboTax problem. later the same day the problem was fixed and now the import is of the latest 1099-DIV.  so try tomorrow and if that fails call Scwab because if it was a TT problem and was fixed then there should not be an issue for you. while you can download as a pdf the 1099-DIV as part of the consolidated 1099 the actual import does not come from that but from a separate one that you have no direct access to except through a compliant tax program.