Skip to main content
March 1, 2024
Solved

Download 2nd 1099B from a different broker

  • March 1, 2024
  • 1 reply
  • 0 views

Just received 2nd 1099B from a different broker.  TDAM sold to Schwab.  TurboTax doesn't seem to provide an download option.  Only manual entry.

 

How do I get Turbotax to download the TDAm 1099B?

    Best answer by JotikaT2

    Since both Schwab and TD Ameritrade are TurboTax import partners, you should be able to import your 1099-B forms.

     

    Please see the attached link for more information on how to import your 1099 information.

     

    Importing 1099 information

     

    There are some situations where the import might not work. It could be something simple as selecting a slightly different brokerage name, using an unstable internet connection, or maybe using a different account number format.  Another solution is to log into your investment account using a different browser as sometimes this also could be an issue if a pop up blocker is installed.

     

    Please see "What if I can't import my 1099" for more suggested solutions if the steps in the first link do not work.  

     

    1 reply

    JotikaT2Answer
    March 2, 2024

    Since both Schwab and TD Ameritrade are TurboTax import partners, you should be able to import your 1099-B forms.

     

    Please see the attached link for more information on how to import your 1099 information.

     

    Importing 1099 information

     

    There are some situations where the import might not work. It could be something simple as selecting a slightly different brokerage name, using an unstable internet connection, or maybe using a different account number format.  Another solution is to log into your investment account using a different browser as sometimes this also could be an issue if a pop up blocker is installed.

     

    Please see "What if I can't import my 1099" for more suggested solutions if the steps in the first link do not work.  

     

    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
    karl22Author
    March 2, 2024

    Import worked! Don't know what I did wrong yesterday.  THANKS!