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Download from multiple accounts with same broker
I have two accounts with one of the major brokerage firms. Each year-end tax statement has its own Document ID which is required for download to TurboTax. For tax year 2019 I was able to initiate two separate downloads without issue.
For 2020 tax year I can only download from one account. If I attempt to initiate a second download, the software does not prompt for Document ID but simply presents the data from the first download again.
Obviously, I would like to avoid having to manually enter data for the multiple 1099 forms; especially all of the sales transactions.
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May 3, 2021
1:03 PM