TURBOTAX 2023 DESKTOP How do I UNLINK a financial account?

[Grusch]

How do I UNLINK a financial account?

[CatinaT1]

We'd love to help you complete your tax return, but need more information. Can you please clarify your question? 

[Grusch]

I transferred data from a financial account to a return.  I am now doing a different return and I want to transfer data from the same financial institution, but different accounts.  However, Turbo Tax automatically transfers the detail from the accounts for the initial return instead of allowing me to provide login info for the new account. 

[CatinaT1]

If you have a single broker for multiple accounts, when selecting to add another account for the same broker: Clear cookies and then search for your broker via the search bar rather than clicking the broker icon. This should allow the screen to input account information and import the data.