changed brokerage account

Dahlia74 — Tue, 10 Mar 2026 06:50:39 GMT

n the past, Turbo Tax automatically populated all the information from my brokerage account because I provided my account number. I'm not sure what to do this year so that information from both accounts, my former and current, will autopopulate.

Re: changed brokerage account

pmurphy3 — Thu, 17 Nov 2022 00:08:58 GMT

It should be the same this coming tax season. Take a look at this link that list most of the institutions that have arrangements to allow the import of the records:

https://proconnect.intuit.com/support/en-us/help-article/banking/financial-institutions-supported-import-client/L0GN0pZF7_US_en_US

Even if your brokerage is not listed, we can still assist you in getting the information entered correctly into your return.

topic changed brokerage account in Get your taxes done using TurboTax

changed brokerage account

Re: changed brokerage account