My wife and I are filing jointly and we both have individual brokerage accounts at Fidelity. When I ask for the forms to be imported, TT automatically logs on to Fidelity, apparently using my Fidelity logon ID. So I only get the Fidelity tax forms of my account. Seems like i need to login using her ID, but TT doesn't ask - it just automatically uses my ID. How can I import my wife's forms?
If you have a single broker for multiple accounts, when 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.
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