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Question

Multiple brokerage accounts

Forum|Forum|2 years ago
February 7, 2024
1 reply
0 views

I am having the same problem as was posted a year ago about importing from Fidelity when my wife and I have separate accounts. Security Flaw. Still no fix from Tax.

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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This doesn't work!

If you are using TurboTax Online, try importing using a different browser.

See the following TurboTax Help articles for potential fixes:

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