turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Redfish
Returning Member

Investment Institution Duplication

Why does Desktop 2025 duplicate the investment institution that was brought from last year's taxes when I download the information from that institution?  If I download the 1099 from Broker A, a new line item appears for Broker A that invites me to download information as if it is a different account at the same institution.

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
RobertB4444
Expert Alumni

Investment Institution Duplication

There is a lot of data that some of the investment brokers provide and in some cases it is just different enough that the system doesn't recognize that it's the same institution.  It doesn't happen with every broker - only some of them.  

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Unlock tailored help options in your account.