jdvicto
Returning Member

Get your taxes done using TurboTax

At least for Schwab, one do this in Step-by-Step by selecting the desired accounts via the checkboxes in the broker's interface page, do the imports, then go to Forms and then add an identifying suffix to the form name.  But caution!  if you go back to Step-by-Step and import again, Turbotax seems to delete the already-imported forms even if you have renamed them.