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R
rjjones-morrisbb
April 25, 2021
Question

TurboTax downloads my brokerage account statement from TD Ameritrade, but will not download my wife's. What should I do?

  • April 25, 2021
  • 1 reply
  • 0 views
In prior years I used TurboTax by CD; this year online.  I did nothing  to support this transition.  Should I have?

1 reply

CatinaT1
CatinaT1
April 26, 2021

Multiple Brokerage Accounts 
If you have a single broker for multiple accounts, when the selecting to add another account for the same broker: Clear cookies and then search for your broker via the search bar rather than clicking the broker icon. This should allow the screen to input account information and import the data. 

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