I have several savings accounts with one institution. Do I have enter each one separately or can I enter the grand total
021244
2 Replies
JohnB5677
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.
williamlee95
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.