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Get your taxes done using TurboTax
This is similar to what happened to us. When I imported lets say acct#1 it came in correctly for divs, interest and Cap gains - and when I imported account 2 it came in correctly for the same items - when I imported account 3 (divs and Cap gains only) it came in correctly but it removed the data from account 1 for Divs and Capital gains. This was from Fidelity also.
And when I imported my wifes data from Fid it was listed in TT as from the Taxpayer and not the spouse.
‎February 17, 2022
5:55 PM