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Get your taxes done using TurboTax
Additional info. and possible solution: Each time you finish editing one account (Ownership, State for exempt interest, US Gov't Interest, etc. save and close TurboTax. I have 3 Fidelity brokerage accounts, one Vanguard brokerage account and one TRowePrice Mutual Fund account. Unfortunately TRP assigns a different account # to each mutual fund, so I had to edit a total of 8 accounts. Each time I finished one, and downloaded another, the previous one disappeared. After reading this thread, I closed and reopened the program before re-downloading the disappeared 1099, and the previous ones were still there. Hooray!!
‎February 15, 2024
12:36 PM