I have tried numerous times to import information from a brokerage account into Turbo Tax. When I attempt to download the second account information, it overwrites the first account information. I have never had this problem before in all the years I have used TurboTax. There were other issues with TurboTax this year, 2025 downloaded Windows 11 but I figured the workaround. I can't hand enter all of that information. Please fix this.
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If you have not completely disconnected from your broker site, a second import may overwrite the first one. Suggestions include closing the program after the first import, clear your Cache and Cookies and re-open TurboTax. Go to 'Add Investments' and step through the import process again.
Using some of the information that people had commented, I was able to successfully import all 3 of our Schwab account data into TurboTax. I imported 2 of the accounts at the same time as I could access them with one Schwab login. I had previously been trying to do them separately so I could check the data one at a time. I then saved the TT file. I logged into the other account which has a different login. I was then able to import that one successfully also. I think the key is to save the TT file between import and also if you can access your multiple accounts, import all at once.
Thank you everyone for your comments and suggestions.
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