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Solved

Importing an investment account for a child

Forum|Forum|2 years ago
February 16, 2024
1 reply
0 views

Greetings. I apologize if this is the wrong forum; please bear with me. I am preparing my child’s taxes and will be importing investments from Schwab. I’ve already imported my investment financials, but noted I had to login with my Intuit credentials to do so. My child does not have Intuit credentials as I am the preparer for those tax returns. Will I be able to use my Intuit login credentials to import my child’s investment file from the same brokerage - Schwab? Will I need to do anything other than updating the different TurboTax file?

Best answer by CatinaT1

When you get to the point of importing your child's account, you will need to clear cookies before you can import.

If you have a single broker for multiple accounts, when 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.

When you get to the point of importing your child's account, you will need to clear cookies before you can import.

If you have a single broker for multiple accounts, when 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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