Investors & landlords

Thank you for posting your solution. We had an identical problem. Multiple Fidelity accounts in Husband's name, multiple accounts in my wife's name, and a joint account in both of our names. In the past, TurboTax always pulled all the 1099's from all of our Fidelity accounts. This year it would only pull the Husband's accounts and the online version of TT provided no options to combine the wife's accounts.

 

We read your solution and tried logging out of our Fidelity husband account and then logging back in to the wife's Fidelity account. Returned to Turbo Tax and imported 1099's. TT pulled in all the wife's accounts and combined her 1099's with the husband's 1099's that had previously been imported.

 

This also resulted in our joint Fidelity accounts being double-reported. I was able to delete the double entries for the joint account from TT and proceed with the processing of our 2022 1040's.

 

Turbo Tax needs to modify their program to eliminate all this extra importing by the end user of their program