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March 7, 2020
Question

Import a 1099B from Schwab brokerage account

  • March 7, 2020
  • 1 reply
  • 0 views

Can someone tell me how to do that? 

 

All I can find online is to search for 1099B "Jump to" -- but that doesn't seem to apply to my TurboTax Business program which I bought and downloaded.  There's got to be a way to download my Schwab info...

 

Thanks

1 reply

KathrynG3
March 7, 2020

It depends why you need TurboTax Business for your brokerage account. If this investment reporting is truly for your business, then try this link for help with importing Schwab statements.