I do my taxes as well as my sister's via Turbo Tax. Both of us have Schwab a/cs. I did my taxes; Schwab import worked fine. Now that I'm trying to do hers, the Schwab import is defaulting to MY a/cs. not hers
How do I get around that?
I do not want to enter the all the 1099-B transactions...
If you have a single broker for multiple accounts, when selecting to add another account for the same broker: Clear cookies and then search for your broker via the search bar rather than clicking the broker icon. This should allow the screen to input account information and import the data.
What you suggested didn't work. I think you misunderstood me. I'm doing 2 separate tax returns (1-mine, 2-my sister's) b/c TT 2023 desktop software allows you to do up to 5 returns. My return is done. Both of us use Schwab as our broker. When I try to import her 1099-B, after entering her signon/password, my Schwab a/cs are coming up as the Schwab a/cs to import instead of hers. HELP :(
If you are using TurboTax Online, try importing using a different browser.
See the following TurboTax Help articles for potential fixes: