Question

I DOWNLOADED MY INFORMATION FROM SCHWAB FOR ONE ACCOUNTS AND THAT WORKED FINE. DOWNLOADED FOR MY 2ND ACCOUNT, IT TURBO TAX WIPED OUT THE FIRST DOWNLOAD INFORAMTION

Forum|Forum|2 years ago
February 18, 2024
2 replies
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I CALLED TRUBO TAX SUPPORT AND THEY SAID THAT IT WAS A BUG AND I HAD TO ENTER THE INFO MANUALLY. I HAVE HUNDREDS OF TRADES SO THIS IS NOT AND ANSWER. WHAT OU NEED TO DO IS LLINK ALL OF YOUR SCHWAB ACCOUNTS TO ONE LOGIN, THEN WHEN YOU DOWNLOAD TO TURBO TAX SELECT ALL OF YOUR ACCOUNTS AND DOWNLOAD THEM AT ONE TIME.

TurboTax Online

T

taxlady28

Enter just a summary of your trades.

J

JulieS

Yes, if you have too many transactions to enter, or you aren't able to import them for some reason, entering the summary of the transactions is allowed. Follow this link for information about that.

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