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bhwright3rd
March 20, 2025
Solved

How do you import forms from multiple accounts at the same institution? We have retirement accounts, and I imported mine but I can import my spouse's information

  • March 20, 2025
  • 1 reply
  • 0 views
We have joint accounts and two separate logins for the retirement accounts. Can't seem to add another import account
    Best answer by BrittanyS

    Make sure you have fully completed the 1st entry and are back to the screen that states, Here's your 1099-R info.  From here follow these steps:

     

    1. Select add another 1099-R
    2. Select the financial institute
    3. Login with your second login information

    See screenshot below:

     

     

    1 reply

    B
    BrittanySAnswer
    March 22, 2025

    Make sure you have fully completed the 1st entry and are back to the screen that states, Here's your 1099-R info.  From here follow these steps:

     

    1. Select add another 1099-R
    2. Select the financial institute
    3. Login with your second login information

    See screenshot below:

     

     

    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
    B
    bhwright3rdAuthor
    March 23, 2025

    I had to use "Enter another way." When I selected the standard path, it kept using my account login and never gave me a chance to enter my wife's account information. 

     

    The simple approach was to download the form and then upload it into TurboTax

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