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Investors & landlords
This works for me.
If you ahve 2 accounts at the same brokerage, say Fidelity, what you could do is:
1. Use your "default browser" to go to Fidelity.com and log in with the account that you want TT to download. Once you logged in,
2. Go to TT and ask it to download the tax forms.
Hope this works for you too.
‎February 21, 2023
9:23 PM