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Level 2
posted Jan 27, 2022 4:21:15 PM

How to pulling in from multiple accounts?

Hi, 

I have multiple TD Ameritrade accounts to pull in. 

But only one account which used last year for TurboTax is pulling in automatically. 

 

As shown in below figure, only the account number ending 8771 was checked. I have three different accounts also. But I can't find how to add other accounts from the same brokerage company. 

 

image.png

 

Can anybody help me?

0 1 369
1 Replies
Level 15
Jan 27, 2022 4:28:48 PM

for each account there is one or more 1099s.  each document has its own ID.   without using Turbotax log into your TD a/c. and view the tax forms to locate the document ID# and account #. then you can log out of TD log into TurboTax and one at a time import each document by supplying the a/c# and document id#