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Question

How can I separately import accounts from the same brokerage or source?

Forum|Forum|1 year ago
February 16, 2025
1 reply
0 views

How can I separately import accounts from the same brokerage or source? I want to view them separately in turbotax. Using Deluxe 2024. This worked fine in turbotax 2023.

there are many different methods brokers use to allow the import of their tax documents. so contact them to see if it is possible. another possibility that is completely different from importing is to download and review a PDF of the documents. even after importing it is your responsibility to review the import for completeness and accuracy. some items do not import.

rlazAuthor

Turbotax will not import a PDF. I do not understand your reply. It seems that turbotax is broken in 2024 where it worked in 2023.