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R
rbfcpa66
April 2, 2025
Question

trying to figure out how to upload a second 1099B for a second brokerage account. After I entered the first one, there doesn't seem to be another prompt?

  • April 2, 2025
  • 1 reply
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    1 reply

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    DavidD66
    April 2, 2025

    After you finish importing a Form 1099-B, you should see a screen that says "Let's finish pulling in your investment income.  You can import more from more accounts by selecting Add Investments."  There should be a box towards the bottom of the page that says "Add Investments".  If you're not seeing that page, or that box try:

     

    • Click on Search
    • Type in "1099-B"
    • Click on "Jump to 1099-b"

    That should take you to the page referenced above. 

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