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A
AJ2023
February 26, 2023
Question

TurboTax can't import 1099 from multiple accounts in Fidelity

  • February 26, 2023
  • 1 reply
  • 0 views

Got a problem with TurboTax when a user was importing Fidelity (FD) data to TurboTax:

FD: two brokerage accounts (A & B) under one ID/PSWD

Problem: TT can import 1099-B(-r, -Inv) from only (and always) one account (for example, a combination of 1099-b for account A, and 1099-inv & 1099-r for account B. And there's no way to add the second one. (1099-b/inv/r expected for both accounts).

Tried both online and desktop and failed.

      1 reply

      C
      CarissaM
      February 26, 2023

      Does each Fidelity account have a different set of login credentials?

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      A
      AJ2023Author
      February 26, 2023

      No; the two accounts are with the same login credentials.

      M
      MichelleLO
      February 27, 2023

      Please click here and try the steps provided by CatinaT1 in this Community thread regarding importing from multiple brokerage accounts.

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