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TurboTax can't import 1099 from multiple accounts in Fidelity
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.
‎February 26, 2023
12:32 PM