Download from multiple accounts with same broker

twv · ‎May 3, 2021

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.

CatinaT1 · ‎May 3, 2021

Multiple Brokerage Accounts
If you have a single broker for multiple accounts, when the selecting to add another account for the same broker: Clear cookies and then search for your broker via the search bar rather than clicking the broker icon. This should allow the screen to input account information and import the data.

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Download from multiple accounts with same broker

Investors & landlords