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Get your taxes done using TurboTax
On the off-chance that TT is not 'releasing' the first account interaction - try saving your return and closing TT completely. Then, restart TT and resume your return. In the 1099 section, use the download feature entering the credentials for the second account.
I also use the desktop version of TT Premier. My comment about the security code was related to login for the brokerage account, not TT.
March 5, 2025
2:22 PM