I have one account at etrade, as in, I log in using my one set of credentials once, and within my account I have multiple separate accounts; a taxable investments account, a traditional IRA and a Roth IRA. As well, there are two taxable accounts that I closed early in 2025. I also did a partial trad IRA to Roth IRA conversion.
When I import my data from Etrade, I only get data from one account, the current taxable investment account. I do not get the data for the previously closed taxable accounts, even though 1099's have been issued for them (as well as a 1099-R for the IRA conversion).
I see no mechanism for specifying the account number when importing; it's just enter credentials, and TT imports just one set of documents.
How do I import all of my relevant documents?
