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Level 2
posted Feb 18, 2022 11:00:43 AM

import schwab not seeing all account ssns

Importing from Schwab shows a list of accounts from only one SSN, including accounts that are joint. How can I tell Turbotax to use both SSNs on a joint tax return?

Or is this a bug? Seems like a bug in any case.

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1 Replies
Level 2
Feb 18, 2022 3:10:54 PM

No response from Intuit? Interesting.

Problem was resolved without my intervention. I see all accounts under both SSNs now when importing. So fixed this afternoon I guess.