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February 26, 2025
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1099 Composite on closed account

  • February 26, 2025
  • 1 reply
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I am able to login to Charles Schwab and download a copy of the 1099 Composite for a close account# that had activity in 2024, but when I try to download it through Turbo Tax, it only shows my active account#s.  How can I get my closed account# to download?

    Best answer by RachelW33

    For a closed Schwab account, you will need to contact Schwab and they will temporarily reactivate your account so that you can import the 1099.  I believe they give you a one hour period to do this.


     

    1 reply

    RachelW33
    RachelW33Answer
    March 1, 2025

    For a closed Schwab account, you will need to contact Schwab and they will temporarily reactivate your account so that you can import the 1099.  I believe they give you a one hour period to do this.


     

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