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I am entering 1099-DIV information manually for both TD Ameritrade and Charles Schwab. I am getting this message -
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It is possible they have the same federal ID number or the federal ID number entered is associated with both companies. That can happen when one company acquires the other. TurboTax is just warning you that there may be income duplicated on the forms or that you may have entered the same income twice. If not, you can disregard the warning.
@ThomasM125 Thanks for your response. I am not entering the Federal ID and the two statements also reflect different Federal IDs for each entity. I also received a confirmation from Charles Schwab that the TD statement covers the activity until the account takeover and Charles statement covers the activity post-account take over. I will disregard the warning.
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