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Get your taxes done using TurboTax
At Schwab, I can individually select any one of my 4 accounts. I tried to select 1 of the 4, import the data directly from Schwab, and then rename the entries in TT, 1099-INT, 1099-DIV, 1099-B. Now, I repeat the process for another account. Unfortunately, this second import overwrites the first import even though I changed the names of the first entries. How can I rename or otherwise differentiate the import of my different accounts? I would like to avoid manual entry of the information, especially the 1099-B info. Thanks.
‎February 19, 2025
5:11 PM