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konrad20
New Member

Charles Schwab is missing from the list of banks and brokerages that TurboTax can retrieve the 1099-INT and 1099-DIV documents from. Is that faulty?

 
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Accepted Solutions
DDollar
Expert Alumni

Charles Schwab is missing from the list of banks and brokerages that TurboTax can retrieve the 1099-INT and 1099-DIV documents from. Is that faulty?

Charles Schwab is available for import of 1099-INT and1099-DIV, as well as other forms.  See the Screenshot below.  Schwab forms are scheduled to be available to import February 2.

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24 Replies

Charles Schwab is missing from the list of banks and brokerages that TurboTax can retrieve the 1099-INT and 1099-DIV documents from. Is that faulty?

No, but many of the financial institutions do not have data ready for you to import before about mid-February. You need to be patient.
**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

Charles Schwab is missing from the list of banks and brokerages that TurboTax can retrieve the 1099-INT and 1099-DIV documents from. Is that faulty?

If you are using the Desktop program you may habe to update it.
CRL
Level 2

Charles Schwab is missing from the list of banks and brokerages that TurboTax can retrieve the 1099-INT and 1099-DIV documents from. Is that faulty?

I originally had Charles Schwab pop up in the search but now it is gone. Is anyone else experiencing the same?
heilfamily
Returning Member

Charles Schwab is missing from the list of banks and brokerages that TurboTax can retrieve the 1099-INT and 1099-DIV documents from. Is that faulty?

Yes, I'm experiencing the same thing with Charles Schwab not appearing in the list of banks/brokerage firms, even though their logo appears in the previous screen.  I received a notice from Charles Schwab that the forms are currently available, so I was hoping to get a good start on my taxes.  No such luck so far.
konrad20
New Member

Charles Schwab is missing from the list of banks and brokerages that TurboTax can retrieve the 1099-INT and 1099-DIV documents from. Is that faulty?

I have Desktop Version (Updated 1/17/19) Federal + State Deluxe and it is missing from that list for me.  Is that something that TurboTax/Intuit is working on actively? Just because the documents are not avail for download does not prevent other institutions from being listed (i.e.: Betterment, Fidelity which don't have their documents yet available for import)

Charles Schwab is missing from the list of banks and brokerages that TurboTax can retrieve the 1099-INT and 1099-DIV documents from. Is that faulty?

When I check the latest update, CS is indeed missing.  I will ask the moderators to find out why and get back when I get an answer.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
dwj10337
New Member

Charles Schwab is missing from the list of banks and brokerages that TurboTax can retrieve the 1099-INT and 1099-DIV documents from. Is that faulty?

still missing and when you call for help it goes no ware

Charles Schwab is missing from the list of banks and brokerages that TurboTax can retrieve the 1099-INT and 1099-DIV documents from. Is that faulty?

As per the last 2 entries on this post.
It has been reported.
Hoping for a fix soon.
bespoone2
New Member

Charles Schwab is missing from the list of banks and brokerages that TurboTax can retrieve the 1099-INT and 1099-DIV documents from. Is that faulty?

Same Problem and also now missing Raymond James as well..
konrad20
New Member

Charles Schwab is missing from the list of banks and brokerages that TurboTax can retrieve the 1099-INT and 1099-DIV documents from. Is that faulty?

Fixed: I just logged in 1/25/19 after an Update and I now see the option !
DDollar
Expert Alumni

Charles Schwab is missing from the list of banks and brokerages that TurboTax can retrieve the 1099-INT and 1099-DIV documents from. Is that faulty?

That's great news.  Thanks for sharing, and thanks for using TurboTax!
bespoone2
New Member

Charles Schwab is missing from the list of banks and brokerages that TurboTax can retrieve the 1099-INT and 1099-DIV documents from. Is that faulty?

Thanks,  I now see it also
DDollar
Expert Alumni

Charles Schwab is missing from the list of banks and brokerages that TurboTax can retrieve the 1099-INT and 1099-DIV documents from. Is that faulty?

Charles Schwab is available for import of 1099-INT and1099-DIV, as well as other forms.  See the Screenshot below.  Schwab forms are scheduled to be available to import February 2.

konrad20
New Member

Charles Schwab is missing from the list of banks and brokerages that TurboTax can retrieve the 1099-INT and 1099-DIV documents from. Is that faulty?

I have TurboTax 2018 Deluxe Federal + State, and Charles Schwab is missing from the list
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