Turbo Tax is not importing multiple accounts at the same institution? Any suggestions?

[donovanm58]

I have three accounts at TD Ameritrade and only the first account is importing.

[LinaJ2020]

Occasionally, when multiple accounts are imported from the same financial institution or brokerage account, one or more of the accounts will be either deleted or replaced by one of the other accounts.  You can either try to import the two accounts again or enter manually.   

In TurboTax online,

• Sign into your account, select Pick up where you left off
• At the right upper corner, in the search box, type in 1099b and Enter 
• Select Jump to 1099b
• Follow prompts
• On-screen, "Let's import your tax info, select I'll type it myself
• Follow prompts to continue

For more information, click here: 

how many stock transactions TT can handle

Import / crashed

[njbr1t]

This was LAST YEAR. Why hasn't this been fixed for 2022??

[HeatherPLO]

You are commenting on an older thread.  What is your specific issue?  Please post here and we will be happy to help you. 

@njbr1t