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MichaelGS
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Turbo Tax Business Version 2023, Trust Return Prep, Can I download 1099's from Schwab ?

Turbo Tax Business Version 2023, Trust Return Prep, Can I download 1099's from Schwab ?

 

Can I automatically download 1099's with this version like I can with Personal TT Versions ?

 

I have entered interest and dividends and never get the box that asks me if I want to download

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3 Replies

Turbo Tax Business Version 2023, Trust Return Prep, Can I download 1099's from Schwab ?

TurboTax Business does not support importing tax reporting statements (e.g., 1099s) into the program as do the individual income tax preparation programs. 

MichaelGS
New Member

Turbo Tax Business Version 2023, Trust Return Prep, Can I download 1099's from Schwab ?

Ouch... That really is not the outcome I was hoping for. The auto Download function is so efficient with less expensive versions I don't know why it isn't in TT Business. I will be looking for other Tax Software Companies that offer that option. 

Turbo Tax Business Version 2023, Trust Return Prep, Can I download 1099's from Schwab ?

I understand and that functionality has been requested for quite a few years without any results, unfortunately.

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