- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
I was able to talk with a rep on TT and found out the problem. For security reasons, you now have to sign into your brokerage accounts separately for both id's if you have separate accounts. Your browser retains the last log in and when TT goes to an account, it opens that last one. Consequently, you have to clear the browser history (which you can do just for the last one hour or so if you want) and that will force you to have to log in again to your brokerage account - now you can log in and import that second account. I thought it was a TT problem but it's a combo of brokers and browsers that make this necessary.
March 17, 2023
3:04 PM