Retirement tax questions

Yeah...they do..but you apparently have to jump thru hoops.

 

For Online TTX software.

Various convoluted workarounds have been reported...including logging off TTX and deleting all cookies/history/cache etc, such that the original UserID/Pwd gets trashed and has to be entered again...but this time the second account.   (Might also work if you log out of TTX, and then go to a different computer to re-login to TTX...but I can't know if that works).

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For desktop users....might work if you first log into the correct Fidelity account (or WF account) in your default browser, before attempting to import the files.  Guessing though.

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OR...Customer Support, they might have worked out the correct process by now (but a full software fix would be better)

What is the TurboTax phone number? (intuit.com)

 

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*