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unable to important Charles Scwab 1099-B

I'm able to important forms from other institutions, but not Schwab. Why is this? What can be done? It's too much to input by hand.

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2 Replies

unable to important Charles Scwab 1099-B

I just tried with no issues. contact support. Try schwab first. then Turbotax 

 

as an alternative you can download as a pdf the 1099-B (directly from schwab not thru Turbotax). you can then enter summary totals in Turbotax. this requires you to submit by mail the 1099-B and IRS form 8453. which turbotax should complete but you'll need to print it out for mailing (not efiled). read the filing requirements 

https://www.irs.gov/pub/irs-pdf/f8453.pdf 

unable to important Charles Scwab 1099-B

and if you don't have many sales entries with adjustments (wash sales, AMD, non-covered sales etc) you can enter those on a 1099 as "one by one" with the details, input the balance of your 1099-B as a sales summary, and no mailing 8453 to the IRS should be needed.  I input all my 1099s, it doesn't take long - probably quicker than calling Schwab.

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