Question

How to download directly from Schwab to TurboTax, when TurboTax filled in the name, address, etc from last year. How do I get back to download the data?

Forum|Forum|2 years ago
February 10, 2024
1 reply
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Where do I go to get the option to download from a preferred investment such as Schwab

TurboTax Online

You can either wait until prompted by TurboTax to import your brokerage statements (e.g., Form 1099-B or Form 1099-DIV), or you can go directly to the import feature by searching for “import” in the search box (top right in the TurboTax interface), then selecting the option to “Jump to Import.”

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