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gorman2d
New Member

I have a financial account with multiple tax statements. Is there an option to select which tax statement to download to TurboTax?

I have both a joint marital account and a trust account at my financial institution and I do my own 1040 return. My tax preparation guy does my 1041 and K1 statements. Can I download to TurboTax only my joint marital account tax statement excluding my trust tax statement which is only used by my tax accountant?

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3 Replies
Anita01
New Member

I have a financial account with multiple tax statements. Is there an option to select which tax statement to download to TurboTax?

Don't they have different account numbers?
Anita01
New Member

I have a financial account with multiple tax statements. Is there an option to select which tax statement to download to TurboTax?

You should be ale to access only the account number you enter
gorman2d
New Member

I have a financial account with multiple tax statements. Is there an option to select which tax statement to download to TurboTax?

Yes, but all are accessed through only one user name and password.

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