Multiple accounts at one financial institution

In prior years, when I imported 1099s from Schwab, I was able to check the accounts to include a brokerage account, Not include Roths, and INCLUDE a checking account.

This year TT just imported the one joint account and did not include the checking account and I did not get an opportunity to select it.

I see others have raised this issue too. Used to be so easy. Now what?

742

Level 8

Mar 4, 2025 5:03:01 PM

so many issues with import in the forum... just input it manually especially INT/DIV they are usually quick to input

Why sign in to the Community?

Multiple accounts at one financial institution