- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
Try clearing cache and cookies after the first import is complete. When cache and cookies are cleared use the search function to find the Fidelity account instead of the icon. Here are the instructions provided by JohnB5677 posted above:
"Multiple Brokerage Accounts
If you have a single broker for multiple accounts, when the 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.
TurboTax does have a record limitation of 10,000 individual transactions in one or more brokerage accounts.
If you hit the transaction import limit, they recommend you enter a summary of your transactions for each sales category.
This answer was from: Multiple Brokerage Accounts "
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
‎February 16, 2025
1:18 PM