What you suggested didn't work. I think you misunderstood me. I'm doing 2 separate tax returns (1-mine, 2-my sister's) b/c TT 2023 desktop software allows you to do up to 5 returns. My return is done. Both of us use Schwab as our broker. When I try to import her 1099-B, after entering her signon/password, my Schwab a/cs are coming up as the Schwab a/cs to import instead of hers. HELP :(
