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
02642
2 Replies
DTAPTAX
New Member
Apr 4, 2024 11:23:16 AM
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.