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Level 5
April 4, 2024
Question

Multiple Accts with Charles Schwab

  • April 4, 2024
  • 2 replies
  • 19 views

We have two accts - can I enter text such as Charles Schwab - 55

or will this cause problems with the IRS ?

or - enter the totals for both accts ?

... and keep a ledger re the details

 

TIA,

Tom

 

 

 

 

    2 replies

    Level 2
    April 4, 2024

    Yes, you can add something at the end for each account you report on your taxes.  For example, I add my first name initial for my own account, then I add a "J" for our joint account at Schwab....   It helps keep it all straight as I review details before filing.

    Level 5
    April 8, 2024

    DTAPTAX

    - Thanks for your answer ! 

    Tom