I DOWNLOADED MY INFORMATION FROM SCHWAB FOR ONE ACCOUNTS AND THAT WORKED FINE. DOWNLOADED FOR MY 2ND ACCOUNT, IT TURBO TAX WIPED OUT THE FIRST DOWNLOAD INFORAMTION

I CALLED TRUBO TAX SUPPORT AND THEY SAID THAT IT WAS A BUG AND I HAD TO ENTER THE INFO MANUALLY. I HAVE HUNDREDS OF TRADES SO THIS IS NOT AND ANSWER. WHAT OU NEED TO DO IS LLINK ALL OF YOUR SCHWAB ACCOUNTS TO ONE LOGIN, THEN WHEN YOU DOWNLOAD TO TURBO TAX SELECT ALL OF YOUR ACCOUNTS AND DOWNLOAD THEM AT ONE TIME.

456

Level 9

Feb 18, 2024 7:57:42 AM

Enter just a summary of your trades.

Expert Alumni

Feb 18, 2024 8:25:39 AM

Yes, if you have too many transactions to enter, or you aren't able to import them for some reason, entering the summary of the transactions is allowed. Follow this link for information about that.

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I DOWNLOADED MY INFORMATION FROM SCHWAB FOR ONE ACCOUNTS AND THAT WORKED FINE. DOWNLOADED FOR MY 2ND ACCOUNT, IT TURBO TAX WIPED OUT THE FIRST DOWNLOAD INFORAMTION