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rlaz
Level 2

How can I individually import and differentiate multiple accounts from the same financial institution?

At Schwab, I can individually select any one of my 4 accounts. I tried to select 1 of the 4, import the data directly from Schwab, and then rename the entries in TT, 1099-INT, 1099-DIV, 1099-B.  Now, I repeat the process for another account. Unfortunately, this second import overwrites the first import even though I changed the names of the first entries. How can I rename or otherwise differentiate the import of my different accounts? I would like to avoid manual entry of the information, especially the 1099-B info. Thanks. 

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3 Replies
rlaz
Level 2

How can I individually import and differentiate multiple accounts from the same financial institution?

Further, while I can rename the INT and DIV entries, how can I rename the "1099-B Stocks, bonds, etc." entry?

JamesG1
Expert Alumni

How can I individually import and differentiate multiple accounts from the same financial institution?

I imported multiple IRS form 1099-DIV entries and an IRS form 1099-B.  They did not overwrite each other.

 

I am using TurboTax Premium Online.  The financial institution is not Schwab.

 

I am able to change the name of some of the investments.  I am unable to rename the IRS form 1099-B transactions.

 

I have only one IRS form 1099-B to report and am not able to test multiple IRS form 1099-B entries.

 

 

 

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rlaz
Level 2

How can I individually import and differentiate multiple accounts from the same financial institution?

Thanks. I will try renaming and importing again. 

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