How do you import information for more than one brokerage account? Turbo imported information for only one of my brokerage accounts with M1 Finance. I have two more.

Forum|Forum|4 years ago
May 10, 2021
4 replies
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I'm using Turbo online. When you have to enter information for all your forms (1099-INT, 1099-DIV, and so on), Turbo allows you to import it for financial institutions. M1 Finance asks for your brokerage account number and a SSN/Tax ID number. Then it imports the information for that brokerage account. But many people have more than one brokerage account. There is no apparent way to import the information for the other accounts. Is there a way to do this? Thank you.

TurboTax Premier Online

Best answer by CatinaT1

Multiple Brokerage Accounts
If you have a single broker for multiple accounts, when the 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.

CatinaT1Answer

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johnpsaxonAuthor

You are BRILLIANT!!! Thank you!!!!!! 😀😁😊

JGordon2

How do you import data from more than one account at Merrill

CarissaM

Please follow the instructions from @CatinaT1 above.@JGordon2

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mollywwilliams

Same problem -- two accounts at Fidelity, and I can import docs for only one. Clearing browsing history and cookies doesn't work. I get a check-mark that says TurboTax has imported my documents. True enough for one account. Not possible to get a screen that allows me to enter the log-in info for second account.

pengun

This works for me.

If you ahve 2 accounts at the same brokerage, say Fidelity, what you could do is:

1. Use your "default browser" to go to Fidelity.com and log in with the account that you want TT to download. Once you logged in,

2. Go to TT and ask it to download the tax forms.

Hope this works for you too.

Bellingham Bill

Worked! Thank you

LP75

Save turbo tax and log out. Log into the Fidelity account that you downloaded when you were on turbo tax. Sign out of that Fidelity account. Log into Turbo Tax and download the second account you need from Fidelity. I did this yesterday, March 19, 2024 and it worked.