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How do you import information for more than one brokerage account? Turbo imported information for only one of my brokerage accounts with M1 Finance. I have two more.
I'm using Turbo online. When you have to enter information for all your forms (1099-INT, 1099-DIV, and so on), Turbo allows you to import it for financial institutions. M1 Finance asks for your brokerage account number and a SSN/Tax ID number. Then it imports the information for that brokerage account. But many people have more than one brokerage account. There is no apparent way to import the information for the other accounts. Is there a way to do this? Thank you.
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May 9, 2021
8:35 PM