Question

Issue with importing 1099 from Charles SCHWAB using TurboTax Premier windows desktop version

Forum|Forum|1 year ago
March 28, 2025
1 reply
0 views

I am facing an issue with importing 1099 from Charles SCHWAB. This is what is happening:

1. Upon clicking on "Continue" button,

2. Pop up comes one, saying it will open a tab in your default browser to get start ........etc etc

3. Click OK and it open a browser tab that "Get My Form" button

4. Click on Enter form , it prompts for credentials and once entered, it connects and completes successfully.

Now the PROBLEM:

5 . The forms which were suppose be imported does not get imported to the desktop.. Rather they appear in "intuit.com under "Documents" section upon logging to the intuite web site.

J

JotikaT2

Please see how do I import my 1099s for directions on how to import your form. If you just have stock transactions, you can also refer to where do I enter or import a 1099-B for more detailed instructions.

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"