topic Is there any way to download information from two different brokerage accounts (same brokerage) that use the same username and password into TurboTax? in Get your taxes done using TurboTax

Is there any way to download information from two different brokerage accounts (same brokerage) that use the same username and password into TurboTax?

ra64lynde — Sat, 20 Mar 2021 16:00:04 GMT

Re: Is there any way to download information from two different brokerage accounts (same brokerag...

CarissaM — Tue, 23 Mar 2021 02:51:41 GMT

If both brokerages are able to be downloaded into Turbo Tax, this would depend on the brokerage institution.

It would be best to reach out to the brokerage institution.

Re: Is there any way to download information from two different brokerage accounts (same brokerage) that use the same username and password into TurboTax?

NCperson — Tue, 23 Mar 2021 03:19:43 GMT

did you try it? not sure if it is universal, but Turbo Tax required the account number and the document identification number from the paper tax forms I received for my brokerage firm . I was never asked for the username and password.