I have 4 documents with separate document numbers. When I import from investment account will it automatically import all? or must I doe each document separate?

Forum|Forum|7 years ago
June 6, 2019
1 reply
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importing from investment company to turbo tax

import has 4 separate document numbers....will it download all 4 documents?

or do I enter each one separately?

TurboTax Premier Mac

Best answer by DavidD66

If all four documents are from the same account, they should all download at the same time. If they are from separate accounts you will have to download each account separately.

DavidD66Answer

Level 15

If all four documents are from the same account, they should all download at the same time. If they are from separate accounts you will have to download each account separately.

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