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Investors & landlords
I cannot get the proper 1099s to import from Fidelity for each different family member with separate brokerage accounts under their own SSNs. I could do it easily in prior years by selecting from the total list of Fidelity tax forms I have authority over. I haven't found a solution that works for 2022. I cannot see any tax forms for other SSNs in the import list. I don't get a request to enter Fidelity username and password to direct Turbotax to which accounts to identify to the taxpayer. This is unacceptable and needs to be fixed now.
‎February 15, 2023
6:54 PM