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New Member
posted Mar 2, 2024 7:59:26 PM

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

0 3 336
3 Replies
Level 15
Mar 3, 2024 6:39:04 AM

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

New Member
Mar 3, 2024 6:56:25 AM

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. 

Level 15
Mar 3, 2024 7:05:53 AM

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