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Where are the individual account numbers located in Turbotax Premier 2024? Have multiple accounts in singular institutions, so no idea how to properly input information.

Have more than one account in both banking and brokerage, but so far unable to locate any account numbers within the new version of your product. Help appreciated.
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2 Replies
MarilynG1
Employee Tax Expert

Where are the individual account numbers located in Turbotax Premier 2024? Have multiple accounts in singular institutions, so no idea how to properly input information.

You could use the name and some numbers from each account as the Description in TurboTax.  Also, you can combine the amounts from the same institution into one entry.

 

Here's more info on Combining Account Entries. 

 

 

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Where are the individual account numbers located in Turbotax Premier 2024? Have multiple accounts in singular institutions, so no idea how to properly input information.

Thanks for replying, but not what I'm interested in. Old versions of your product allowed the ability to view individual institutional account numbers when inputting data: seems that feature has been dumbed down or deleted. Import from last year's taxes provides multiple data input boxes, but no way to discern which belongs to what account. This is annoying and ridiculous, as ownership varies by account(s). Unless a better solution arrives, going to have to delete and reinput all banking/brokerage information, which is the antithesis of my reason for staying with your company year-over-year in the first place... Very disappointed. 

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