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February 11, 2023
Question

1099R Import

  • February 11, 2023
  • 1 reply
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Married filing jointly. My wife and I have separate accounts at Fidelity. I downloaded my info but ca't access my wife's account info. PROCESS: I select import and Fidelity and I log in and download my account information. Yea.  Next I want to download Wife's fidelity info. I select import and then Fidelity. However it directly logs into my Fidelity Account and asks me what info I want to download. It's so smart, but once entered, it doesn't allow me to enter another account? Any ideas?

    1 reply

    February 11, 2023

    Forgot to add: Home&Biz edition for Mac

    February 12, 2023

    Please click here to see the instructions provided by CatinaT1 in this Community thread regarding importing from multiple brokerage accounts.

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