gorman2d
New Member

I have a financial account with multiple tax statements. Is there an option to select which tax statement to download to TurboTax?

I have both a joint marital account and a trust account at my financial institution and I do my own 1040 return. My tax preparation guy does my 1041 and K1 statements. Can I download to TurboTax only my joint marital account tax statement excluding my trust tax statement which is only used by my tax accountant?