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R
rhyelton1
February 5, 2025
Question

Turbotax is not getting data from my investment account

  • February 5, 2025
  • 1 reply
  • 0 views
Turbotax is not downloading from Charles Schwab

    1 reply

    PatriciaV
    PatriciaV
    Employee
    February 5, 2025

    If the import function is not working for your brokerage, your best option is to enter the information manually from the copy of Form 1099-B provided to you. Note that some brokerages may not release this information for a few more weeks.

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