@StevenAntoch wrote:
Both accounts are accessible from the same login.
The Schwab server for imports is separate from the Schwab web based server for your account(s). What is accessible for import is totally controlled by Schwab. Ask Schwab why it is not available.
You said: "my company uses Schwab" which implies that this is a company so Schwab might keep it separate if the accounts are in a different name or is not a personal account - again that is up to Schwab. TurboTax will import all information that Schawb makes available for import. TurboTax does not determine that - Schwab does.
[I personally have 3 Schwab accounts with a single log in and never have any problem importing.]
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
