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March 1, 2025
Question

schwab 1099 did not show on list of 1099 on tax schedule

  • March 1, 2025
  • 1 reply
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2 of my schwab 1099 did not show up on tax schedule and I used the auto download

    1 reply

    March 3, 2025

    Several users have reported problems with importing files from Schwab this year. Some reported that the files just became available recently. 

     

    When importing, make sure TurboTax and Windows are both updated, and temporarily disable all anti-virus software (including modem).  Make sure your broker does not require you to allow 'third party access', which you may enable in your broker account, if this applies. Some users reported that disabling security software solved the issue. See this thread for other experiences and suggestions. 

     

    In TurboTax Online, you can attach a PDF of your 1099-B; however, in TurboTax Desktop, here's How to Enter a Summary in Lieu of Individual Transactions, which only requires a small amount of data entry.

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