I doubt TurboTax can provide that account number: however, your 1099 composite and year end statement should be available to view on Schwab's website. You can review it in detail there. You can edit/enter a tax form by: Open (continue) your return if you don't already have it open. You may need to Click on the orange button “Take me to my return” Search for the form you want to change (e.g., W-2, 1099-B, etc. -- upper- or lower-case, with or without the dash). Click on the Magnifying Glass icon (or just hit Enter key). Click the "Jump to" link high-lighted in Blue. On that form’s summary page, you can Edit (or Revisit) your current information.

Question

I did an automatic import from Schwab. TT is showing a 1099-div that I can not find at Schwab. Can TT provide the account number from which it pulled the information?

Forum|Forum|5 years ago
February 19, 2021
2 replies
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RayW7

I doubt TurboTax can provide that account number: however, your 1099 composite and year end statement should be available to view on Schwab's website.

You can review it in detail there.

You can edit/enter a tax form by:

Open (continue) your return if you don't already have it open.
You may need to Click on the orange button “Take me to my return”
Search for the form you want to change (e.g., W-2, 1099-B, etc. -- upper- or lower-case, with or without the dash).
Click on the Magnifying Glass icon (or just hit Enter key).
Click the "Jump to" link high-lighted in Blue.
On that form’s summary page, you can Edit (or Revisit) your current information.

G

greg-kniseleyAuthor

CS deleted a problematic account, opened a new one with same funds while transferring from old TDA. The consolidated form was located in “inactive/deleted accounts” and not displayed in year end tax dump records. CS customer service saw it, directed me there