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Revised Schwab 1099. How to add the revised one to Bivio tax records?
Return to the taxes page and re-do the interest/dividend and 1099-b reconciliations. Then retake the interview and regenerate your return.

BTW, these questions are best directed to support@bivio.com.

Ira Smilovitz

On Fri, Feb 27, 2026 at 1:49 PM Mehran Mikail via bivio.com <user*35669500001@bivio.com> wrote:
Schwab issued a revised 1099 for our account about 10 days ago, but looks like Bivio is using the old 1099 for tax return preparation. How do I go about deleting the old one and adding the revised 1099?