Unable to Download 1099 INT from Charles Schwab

Forum|Forum|1 year ago
March 26, 2025
1 reply
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I am able to connect to Schwab, but the only option it gives me is the brokerage account and not the bank, so it tells me that I have no forms available (I have the 1099-INT from them that I received in the mail). I would manually enter it but when I choose that option, it defaults to the Import option. Please advise on how to fill the form by myself. Thanks

Best answer by LindaS5247

You can enter your Form 1099-INT into TurboTax as follows:

Click on "Search" at the upper right of your screen.
Enter "1099-INT"
Select "Jump to 1099-INT"
Answer "Yes" to "Did you have investment income in 2024?"
Select "Skip Import" on the screen that asks "Let Us Enter Your Bank and Brokerage Tax Documents"
Select the box that says "Interest 1099-INT" (the box will turn green with a checkmark on it)
And "Continue"
Enter your 1099-INT information and select "Continue"
Answer the follow-up screens about your interest

It will be the same to enter your Form(s) 1099-DIV, if you have them. You will just switch the INT for DIV and select Dividend income instead of Interest Income.

Click here for information on entering a Form 1099-INT.

Click here for "What if I can't import my 1099?"

Click here for "Where Do I Enter Form 1099-DIV in TurboTax Online?"

Click here for "What if I can't import my 1099?"

If you have additional information or questions regarding this, please return to Community and we would be glad to help.

baldietax

manual entry is the way to go, importing 1099-INTs not worth the hassle generally but especially if not working at this stage of filing season. not sure if you are on desktop or online version, but there should be a button somewhere on the screen asking about import, they changed the wording on desktop to "skip this import", but this should take you thru to manual entry

and you shouldn't need to input all that address and ID information for filing, just name and amount(s) that's it.

LindaS5247Answer

You can enter your Form 1099-INT into TurboTax as follows:

Click on "Search" at the upper right of your screen.
Enter "1099-INT"
Select "Jump to 1099-INT"
Answer "Yes" to "Did you have investment income in 2024?"
Select "Skip Import" on the screen that asks "Let Us Enter Your Bank and Brokerage Tax Documents"
Select the box that says "Interest 1099-INT" (the box will turn green with a checkmark on it)
And "Continue"
Enter your 1099-INT information and select "Continue"
Answer the follow-up screens about your interest

It will be the same to enter your Form(s) 1099-DIV, if you have them. You will just switch the INT for DIV and select Dividend income instead of Interest Income.

Click here for information on entering a Form 1099-INT.

Click here for "What if I can't import my 1099?"

Click here for "Where Do I Enter Form 1099-DIV in TurboTax Online?"

Click here for "What if I can't import my 1099?"

If you have additional information or questions regarding this, please return to Community and we would be glad to help.

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