Yes. You may. In TurboTax online,After sign-in, select Pick up where you left off At the right upper corner, in the search box, type in 1099B and press Enter Select Jump to 1099B The next screen, Did you sell any investments in 2019? select Yes Next screen, Did you get a 1099-B or a brokerage statement for these sales? select YesNext screen, Choose your bank or brokerage, select Charles Schwab and Continue Next screen, Sign in to Charles Schwab & Co., Inc. and we'll get your tax forms

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jhn6jun

Solved

Can I download 1099 information from Charles Schwab to Turbotax?

Forum|Forum|6 years ago
June 6, 2019
2 replies
0 views

No text available

Best answer by PopeyeTheSalior

Yes. You may.

In TurboTax online,

After sign-in, select Pick up where you left off
At the right upper corner, in the search box, type in 1099B and press Enter
Select Jump to 1099B
The next screen, Did you sell any investments in 2019? select Yes
Next screen, Did you get a 1099-B or a brokerage statement for these sales? select Yes
Next screen, Choose your bank or brokerage, select Charles Schwab and Continue
Next screen, Sign in to Charles Schwab & Co., Inc. and we'll get your tax forms

PopeyeTheSaliorAnswer

Employee

Yes. You may.

In TurboTax online,

After sign-in, select Pick up where you left off
At the right upper corner, in the search box, type in 1099B and press Enter
Select Jump to 1099B
The next screen, Did you sell any investments in 2019? select Yes
Next screen, Did you get a 1099-B or a brokerage statement for these sales? select Yes
Next screen, Choose your bank or brokerage, select Charles Schwab and Continue
Next screen, Sign in to Charles Schwab & Co., Inc. and we'll get your tax forms

richardscheele

Step 6. Charles Schwab is not on the list of banks or brokers.

dwaters1

Same issue... I enter my correct username and password for Schwab; however, the TurboTax "Continue" button is not clickable.

CarissaM

You may need to check your brokerage to see if they are allowing third-party access. Although the following Help Article is for Schwab, it is possible that your brokerage has restricted TurboTax's access to your statements unless you grant consent, and you might need to do something similar to what is described here How can I fix my 1099 import issue?

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