topic How to upload bank info from two same brand banks? in Get your taxes done using TurboTax

How to upload bank info from two same brand banks?

Chet — Sun, 28 Mar 2021 15:30:40 GMT

My wife and I both have Vanguard accounts, but when I click to upload from our second account it doesn't give me the option. It auto logs into the first account again without allowing me to input new information.

Re: How to upload bank info from two same brand banks?

Fred Coale — Sun, 28 Mar 2021 17:06:25 GMT

This doesn't solve your problem, but I can report that the desktop version works correctly. When importing additional documents, even from an institution I've already imported from, the program will alwasy ask for the userID and password needed to retrieve the documents.

Personally, I've had to do just that with Vanguard because one taxable account is under my own userID and the other account is registered under my wife's userID.

Just guessing, but the problem could be coming from an "autofill" function of the browser.

Re: How to upload bank info from two same brand banks?

Katina S — Mon, 29 Mar 2021 00:55:01 GMT

@Chet Try deleting your browser's cookies. Please see this Turbo Tax FAQ regarding How to delete cookies! If that doesn't work try using a different browser all together.