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February 26, 2025
Question

Data export

  • February 26, 2025
  • 1 reply
  • 0 views

I have two accounts with Charles Schwab and Wells Fargo.  An individual and join. This is a joint return. Only my individual account data is importing. I need both accounts. This hasn't been a problem in the past.  This is why I paid to get software.

1 reply

CatinaT1
March 4, 2025

If you are using TurboTax Online, try importing using a different browser.

 

See the following TurboTax Help articles for potential fixes:

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