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New Member
posted Jun 1, 2019 9:25:19 AM

I have a financial account with multiple tax statements. Is there an option to select which tax statement to download to TurboTax?

I have both a joint marital account and a trust account at my financial institution and I do my own 1040 return. My tax preparation guy does my 1041 and K1 statements. Can I download to TurboTax only my joint marital account tax statement excluding my trust tax statement which is only used by my tax accountant?

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3 Replies
New Member
Jun 1, 2019 9:25:20 AM

Don't they have different account numbers?

New Member
Jun 1, 2019 9:25:22 AM

You should be ale to access only the account number you enter

New Member
Jun 1, 2019 9:25:26 AM

Yes, but all are accessed through only one user name and password.