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April 8, 2025
Question

you are not helpful at all.

  • April 8, 2025
  • 1 reply
  • 0 views
why can't you import my Schwab 1099B? It is your partner!

1 reply

April 8, 2025

Even if a brokerage firm is within TurboTax partners, the importing feature doesn't always work successfully. The software tries is best to pull information from your account. However, sometimes there's miscommunication linking both accounts while trying to retrieve your information. If this is the case, you will need to choose a different uploading method. See link below for further instructions 

 

How do I import my 1099s?