@randyw57
Yeah...it can get confusing when two accounts are involved.
What I do is save the Fidelity Consolidated 1099 PDF forms from each account, and print them out ( I end up storing the printouts with my tax file).
Then I work thru my downloaded 1099-DIV, 1099-INT...etc with the paper forms in front of me...and then it's obvious which I'm working on......as the initial numbers in the boxes will match up with one formset or the other.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
