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Level 1
posted Feb 17, 2025 10:03:33 AM

Schwab import

I got an email today that says Schwab tax docs are ready to import, but it won't let me do it and keeps going back to last year's.

 

Should I do it manually or will this be addressed shortly?

 

 

0 1 526
1 Replies
Employee Tax Expert
Feb 24, 2025 4:57:12 PM

Make sure your brokerage firm is listed as an approved partner.  Depending upon the type of investment that is imported (interest income, dividend income, stock sales), you can navigate back to the input section as applicable and review the entries there. See these links for guidance on how to reach each of these sections to import the information:

 

Where do I enter Form 1099-INT?

 

Where do I enter my 1099-DIV in TurboTax Online?

 

Where do I enter or import a 1099-B?