Question

I have 2 accounts at TDAmeritrade. Therefore I have 2 sets of tax documents - 2 account # and 2 Document ID. How can I import both to my Turbotax account?

Forum|Forum|5 years ago
May 2, 2021
1 reply
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The first one imported fine, but It does not allow me to import the second one and keep importing the first one over and over.

TurboTax Premier Online

M

Mike9241

after importing the first one there should be an icon that says add another/add documents so you can get back to the screen that asks the questions for a/c and document #'s. you can also try by saving the return. then reopen it and then go to the import screen and enter the 2nd a/c and document #'s. if this doesn't work TD should be contacted for instructions.