TT 2019 Home and Business - Downloading 1099s from Schwa

[MotoMorgan]

I am filing an amended return for 2019 using the 2019 version of TT H&B.  When I try to connect to Schwab and import tax documents I get a popup saying "This import was unsuccessful.  There isn't any tax related info to import right now...."

But this was not the case in 2019 as I clearly remember getting this data imported.  When I look on the Schwab website I see various forms for this period going back even more years, I just don't want to type them in manually.  Is this a TT problem or a Schwab problem?  I can't tell.

Is there a way to download the Schwab forms and insert them into the TT without using the direct link download as an alternative?

[CarissaM]

If the import is not allowing it to import, you can try to manually enter them as outlined here. 

Otherwise, you can give us a call so we can better look into this. @MotoMorgan 

[MotoMorgan]

CarissaM - thanks.  I am doing an amended return and the original had all the details of transactions, not the "rollups".  If I only provide rollups now it is going to look suspicious.  I really need to download all the details and that means getting TT to access Schwab and get them for me.

I looked at the Schwab website 1099 Dashboard.  It has pdf, csv, and XML versions of the forms on the dashboard.  But, it only shows the current year UNLESS you change the pulldown from Year-to-date to something like last-5-years and then hit search.  I suspect that TT is looking at the current year, nothing is there for 2019 and then it gives up.  The Schwab folks (2 of them) have sworn to me that they took nothing down from 2019.  It is just a matter of TT doing the search for data in a complete fashion.  At least that is what I currently believe.  Can you have someone contact me directly and help out?  I tried coming in the 1-800 route and got only a confused computer conversation.  Thanks.

[HeatherPLO]

Unfortunately, we can't request or schedule calls here on this public forum.  So we can take a closer look at your specific situation, please reach out to us directly using the Help Article here.  This ensures you will get to the correct department as quickly as possible.  

@MotoMorgan 

[MotoMorgan · Accepted solution]

I got a Schwab manager by the throat and finally got a real answer to this issue.  They claim that the various versions of TT have changed how data is transferred over the years and the only version of the interface that they keep online is the version for the current year.  As a result Schwab customers today can access their data through TT only for 2022 and 2021.  I tried 2020 and 2019 and both fail.  Schwab is unwilling to have more that one transfer interface operational on their systems so the versions that existed for previous years are currently disabled even though the forms for as many as 10 years are online in pdf, xml, and csv format.

Frankly, this is a poor answer.  Amending returns is not uncommon and the IRS can go back as many as 6 years in an audit.  Even if it is seldom used a respectable brokerage firm can support previous versions for 6 years if they want to.  They just don't want to.  Thanks to TT folks for their attention to this matter.