Greetings. I apologize if this is the wrong forum; please bear with me. I am preparing my child’s taxes and will be importing investments from Schwab. I’ve already imported my investment financials, but noted I had to login with my Intuit credentials to do so. My child does not have Intuit credentials as I am the preparer for those tax returns. Will I be able to use my Intuit login credentials to import my child’s investment file from the same brokerage - Schwab? Will I need to do anything other than updating the different TurboTax file?
