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bagsformom
Returning Member

elective Importing data from financial institution

we have already imported data from Charles Schwab for one account.  Data for the other was not available at that time.  Now that it is available, can we import data for just that one account?  If not, will it overwrite the already populated data or duplicate it?

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CatinaT1
Employee Tax Expert

elective Importing data from financial institution

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