Question

How can I download Charles Schwab 1099 information?

Forum|Forum|7 years ago
June 6, 2019
1 reply
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TurboTax Premier Online

Employee

See below. Just choose Charles Schwab from the financial institution when prompted and enter you regular Schwab website username and password. I did this last week and it worked fine.

https://ttlc.intuit.com/replies/3389470

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D

duffwilson

Thanks for trying to answer this. But there is no "Jump to" link on a 1099B search in my TurboTax Business return.

I called TurboTax. Customer assistance said I cannot do this type of importing of Schwab account results with a TurboTax Business return. Only with personal, home & business, etc. So I will print out the Schwab data and input it by hand.