topic Multiple Accts with Charles Schwab in Get your taxes done using TurboTax

Multiple Accts with Charles Schwab

Tom in Carolina — Wed, 11 Feb 2026 09:09:38 GMT

We have two accts - can I enter text such as Charles Schwab - 55

or will this cause problems with the IRS ?

or - enter the totals for both accts ?

... and keep a ledger re the details

TIA,

Tom

Re: Multiple Accts with Charles Schwab

DTAPTAX — Thu, 04 Apr 2024 18:23:16 GMT

Yes, you can add something at the end for each account you report on your taxes. For example, I add my first name initial for my own account, then I add a "J" for our joint account at Schwab.... It helps keep it all straight as I review details before filing.

Re: Multiple Accts with Charles Schwab

Tom in Carolina — Mon, 08 Apr 2024 15:27:36 GMT

DTAPTAX

- Thanks for your answer !

Tom