twv
Level 1

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.