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New Member
posted Feb 12, 2023 11:17:18 AM

I have several savings accounts with one institution. Do I have enter each one separately or can I enter the grand total

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2 Replies
Expert Alumni
Feb 12, 2023 11:36:17 AM

Yes, you can.  The IRS is going to look for the total.  However, keep good documentation.  In the event something was missed, you will have to be able to reconstruct what you did.

Level 1
Feb 12, 2023 11:53:34 AM

My answer would be "yes" as long as each of the investments, or savings accounts, is all under the same tax ID or social security number.