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Multiple accounts at one financial institution
In prior years, when I imported 1099s from Schwab, I was able to check the accounts to include a brokerage account, Not include Roths, and INCLUDE a checking account.
This year TT just imported the one joint account and did not include the checking account and I did not get an opportunity to select it.
I see others have raised this issue too. Used to be so easy. Now what?
Topics:
March 4, 2025
3:35 PM