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Can I enter accounts from single investment house separately?
Before Schwaab acquired Ameritrade I could enter my Schwaab, find taxes owed then enter Ameritrade to see new amount of taxes owed then hit submit to IRS. This separated the taxation on accounts at each business. Now when I tell Turbo Tax to fetch my Schwaab can I specify which accounts, or which email to get account info from? I do have it set up so I have two different emails to access my old Schwaab and the newly acquired Ameritrade. I need to be able to separate the taxable income from the two sources.
‎October 9, 2023
4:24 PM