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Level 1
posted Mar 4, 2025 1:09:06 PM

Downloading tax data for UGMA accounts from my account for filing by my daughters with her taxes

Can I download tax data for multiple accounts for use by my daughters?

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1 Replies
Expert Alumni
Mar 11, 2025 10:01:39 AM

That depends on the financial institution you're importing from.  Some institutions provide a list where you can check off which accounts you want to import.  With others, you import all your accounts at once, which you may not want in either your or her return. 

 

Actually, it would probably be better to download a PDF copy of all your accounts to your computer, and use that info to make entries into your daughter's return. 

 

Only a one-line total is required for 1099-INT/DIV entries from the same institution.  Any 1099-B's for stock transactions can also be summarized into a one-line entry for each transaction type.  Here's more info on How to Enter a Summary in Lieu of Individual Transactions

 

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