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New Member
posted Jun 22, 2025 6:00:39 AM

I am linking Schwab account. Some are in my wife's ss number, how do i link other accounts?

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2 Replies
Employee Tax Expert
Jun 24, 2025 11:00:36 AM

If your brokerage is an approved import partner, you can import using the steps in this link.  Make sure to use the correct log in for each account when you start importing from your investment account.

 

If your brokerage is an approved partner but you are still having issues, please refer to the steps in this link for more troubleshooting steps.

Level 15
Jun 24, 2025 5:54:54 PM

with Schwab brokerage accounts, to pull in the 2024 1099s you log in as normal though the Turbotax import. you must do this for each user ID. Social Security numbers are irrelevant. 

 

also review imported data vs 1099. there are certain items like Widely Held Fixed Income Trust and other items that are not imported.