My wife and I have accounts at Fidelity.
We get ‘Combined 1099’s’ for those accounts.
TurboTax wants to process the forms by type. 1099-INT, DIV, B. etc.
I find it difficult to figure out what account TT is trying to work with. The account # isn’t displayed with the extracted info. Plus TT seems to only let me get my forms or my wife’s forms. It doesn’t want to pull them all down at once
Any suggestions on a good way for me to process these?
Thanks for any help or advice!
