Hi,
I have three brokerage accounts at Fidelity. In the past, I've been able to individually import my 1099-B (or 1099-DIV) into TT without any problem. However, this year somehow it keeps overriding the data for my previous import. For example, if I imported 1099-B for "account A" and then subsequentially import the 1099-B data for "account B" from Fidelity, then the data for "account A" disappears. Why? Clearly, this is a bug.
I have the same problem on Windows AND Mac versions of TT Deluxe.
Also, up until last year, TT used to summarize 1099-INT, 1099-DIV and 1099-B separately across various brokerages. However, starting 2025, they're all clubbed together. It's difficult to reconcile with this format change.
Vinny
