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audreytaxesyuck-
November 22, 2020
Question

Is there a way to find the account number of a linked account (e.g., to figure out which Schwab account is linked to my TurboTax account)?

  • November 22, 2020
  • 2 replies
  • 0 views
No text available

2 replies

Critter-3
Critter-3
November 22, 2020

Broker's accounts cannot be "linked" to any of the turbotax programs ... so do you mean you want to import the broker information into the return?   If so you are too late for 2019 or earlier and too early for the 2020 tax year.  Any entries now must be done manually. 

    I
    Iwasnothing2u
    August 17, 2022

    Is there a way to see the account that you lent for the refund to go into or change it

    VolvoGirl
    VolvoGirl
    Employee
    August 17, 2022

    @Iwasnothing2u   Did you use the Online version?   How to review the refund method

    https://ttlc.intuit.com/community/refunds/help/how-do-i-review-the-federal-refund-method-i-chose-after-filing-with-turbotax-online/00/27417

     

    You can only change it before you file.  Go through the File tab to change it.

    I
    Iwasnothing2u
    August 17, 2022

    I’ll try thank you 

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