Multiple Brokerage Accounts
If you have a single broker for multiple accounts, when the 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.
TurboTax does have a record limitation of 10,000 individual transactions in one or more brokerage accounts.
If you hit the transaction import limit, they recommend you enter a summary of your transactions for each sales category.
This answer was from: Multiple Brokerage Accounts
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