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1099R Import
Married filing jointly. My wife and I have separate accounts at Fidelity. I downloaded my info but ca't access my wife's account info. PROCESS: I select import and Fidelity and I log in and download my account information. Yea. Next I want to download Wife's fidelity info. I select import and then Fidelity. However it directly logs into my Fidelity Account and asks me what info I want to download. It's so smart, but once entered, it doesn't allow me to enter another account? Any ideas?
‎February 11, 2023
1:11 PM