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Can' import from 2 accounts (me and my wife's) from the same bank
My wife and I both have a Vanguard account, and we both have some 1099-B, 1099-Div, etc, from Vanguard.
When filing jointly on TurboTax, after I input my Vanguard credentials, it was able to pull my tax forms. However, I want to import from my wife's account too, but couldn't find how to do it.
To be specific, whenever I click something like "add a 1099-div", then click Vanguard, the same credentials are always re-used and the same info gets pulled.
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‎April 9, 2021
5:39 PM