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hall434
New Member

I have 4 documents with separate document numbers. When I import from investment account will it automatically import all? or must I doe each document separate?

importing from investment company to turbo tax 

import has 4 separate document numbers....will it download all 4 documents?

or do I enter each one separately?

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DDollar
Expert Alumni

I have 4 documents with separate document numbers. When I import from investment account will it automatically import all? or must I doe each document separate?

If all four documents are from the same account, they should all download at the same time.  If they are from separate accounts you will have to download each account separately.

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1 Reply
DDollar
Expert Alumni

I have 4 documents with separate document numbers. When I import from investment account will it automatically import all? or must I doe each document separate?

If all four documents are from the same account, they should all download at the same time.  If they are from separate accounts you will have to download each account separately.

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