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Get your taxes done using TurboTax
Using some of the information that people had commented, I was able to successfully import all 3 of our Schwab account data into TurboTax. I imported 2 of the accounts at the same time as I could access them with one Schwab login. I had previously been trying to do them separately so I could check the data one at a time. I then saved the TT file. I logged into the other account which has a different login. I was then able to import that one successfully also. I think the key is to save the TT file between import and also if you can access your multiple accounts, import all at once.
Thank you everyone for your comments and suggestions.
‎February 25, 2026
8:01 AM