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February 4, 2023
Question

Importing forms for multiple accounts at the same brokerage

  • February 4, 2023
  • 1 reply
  • 0 views

We have multiple accounts (my wife and myself) at the same brokerage firm.  These accounts have separate login ids.  How do I get Turbo Tax to import these separately.  If I select the brokerage firm, follow the prompts to login to one id and import the forms then select the same brokerage firm again it takes me to the same account not letting me login to the second id.  Also, it appears that it will overwrite one account's forms with the other.  Do I have to import one and do the other by hand?

    1 reply

    March 11, 2023

    why not contact the brokerage and ask them.  one thing you can try is after each import sign out of the account and save the return.  then go back to the broker and sign in to another account.