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April 10, 2025
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Importing multiple Wealthfront accounts not working

  • April 10, 2025
  • 2 replies
  • 0 views

This looks like a defect/bug.

 

I have 3 brokerage accounts and 1 savings account in Wealthfront. When I import my Wealthfront accounts, I see that they're all listed in the Import Summary page. But when I go to "review" them, one of the 1099-DIV is not listed. When I go to Forms mode, that 1099-DIV doesn't exist. WHY???? Do I have to manually add the one that isn't there?

 

    Best answer by asahi7777777

    I ended up starting over and imported the Wealthfront taxes first. 

    2 replies

    April 10, 2025

    Forgot to mention, this is with TurboTax Premier 2024 (2024.r25.036).

    April 13, 2025

    Yes, it appears you may need to manually add the missing 1099-DIV from your imports.

     

    Sometimes it's easier to just make one manual entry in the 1099-DIV area for the total of your 1099-DIV's from the same Payer.

     

    @asahi7777777 

    asahi7777777AuthorAnswer
    April 13, 2025

    I ended up starting over and imported the Wealthfront taxes first.