in the past I had one account that needed to be imported.
This year I have two accounts from which data needs to be imported into TT with all the buys/sells/dividends from both accounts into one TT file.
To import multiple brokerage accounts from one broker, please see the instructions provided by CatinaT1 here.
Please also see the below TurboTax Help Article for information on stock transactions in TurboTax Online.
Thank you.
I had not thought about that.
I do not fully understand the use of cookies.
I will not know how it works until TD Ameritrade announces the tax report are ready and try it.
If I understand the outlined steps
Import the first account data
With TT and TDA still open, find away to delete all the TDA cookies
Then import the second account tax data in the same manner.
Is this correct?