Question

Manually entering Form 1099 Composite from Schwab

Forum|Forum|1 year ago
March 14, 2025
1 reply
0 views

I am attempting to enter the information from my Form 1099 Composite from Schwabe and there and cannot find the appropriate place. The closest I can come is a Form 1099 B, and that's inappropriate. Have not had that problem in previous years. Help!

A

AnnetteB6

Typically, Form 1099 composite from a brokerage will have sections to report for interest income (Form 1099-INT), dividend income (Form 1099-DIV), and possibly stock sales (Form 1099-B). You would take each of those sections one at a time and enter the appropriate information.

Be aware that this part of TurboTax does look quite a bit different for the 2024 tax return than it did in the past.

The following TurboTax help articles will give you some further guidance:

Where do I enter Form 1099-INT?

Where do I enter my 1099-DIV in TurboTax Online?

Where do I enter investment sales?

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