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C
cks1
January 11, 2024
Question

Does Turbo tax pull Schwab stock trade information?

  • January 11, 2024
  • 2 replies
  • 0 views
IRS indicates that Turbotax did not include stock trades from 2021. how do I ensure Turbotax includes all investment income?

2 replies

DoninGA
DoninGA
Employee
January 11, 2024

You have to verify that all of your investment information that was imported when you accessed your Schwab account to import the Form 1099-B was completed and accurate.

There is no way TurboTax will know if the tax data imported was completed or accurate.

    M
    Mike9241
    January 11, 2024

    Schwab has indicated that the 1099s won't be ready until 2/16/2024. even then corrected forms may come out later. one year I got a corrected 1099B in November of the following tax year. 

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