Solved

Schwab site has my 1099 but I can't seem to import

Forum|Forum|7 years ago
February 15, 2019
4 replies
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If I click on Schwab, put in my uid pw, click Get my Forms..

I'm getting

"You can ask the financial institution if you'll get this form, and return to import it when it's available.

If you already have the info, you can enter it by hand. (902)"

It offers me to type it in by hand or go back.

If I log into Schwab I can see my 1099 Composite and Year-End form has been there since yesterday. Is something broken in the linkage? Is it possible the form is available for download but data not available for xfer to TT?

Best answer by KarenL

It's possible it hasn't been made available to download into the software yet. I would suggest you wait a couple days and try again. If you are using TurboTax desktop version, make sure you have updated the software.

N

NCPERSON1

Have you called Schwab and asked them?

KarenLAnswer

It's possible it hasn't been made available to download into the software yet. I would suggest you wait a couple days and try again. If you are using TurboTax desktop version, make sure you have updated the software.

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T

taxamedmedAuthor

I was able to import this morning. Thanks.

A

arcarnaval

Having the exact same issue... More precisely I get "There isn't any tax-related info to import..." Schwab says the problem is TurboTax and I have all the settings on my account correct. Did you change anything to make this work? Thanks!