Imported dividend amounts don't match in two places in Turbo Tax

Forum|Forum|4 months ago
March 4, 2026
1 reply
14 views

Hi-

I imported two Fidelity accounts with dividends. Both show up individually on the (step by step) page that shows me all of my interest and dividends with correct amounts attributed to each organization. However, on the 1040, only dividends from one account show. When I look to see where the numbers pulled from, only the one account with dividends displays, yet elsewhere (on a worksheet), each account is represented individually. It's like TT won't add them together. Is this a bug?

Thanks

CatinaT1

Level 15

Helpful TurboTax Articles:

If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.

To fix this you need to allow TurboTax to securely retrieve your data through your browser settings:

Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL.
Find Local Network Access in the dropdown menu.
Toggle the switch to ON.
Refresh the page and attempt your import again.

What do I do when my data isn't imported into TurboTax Desktop even though it says successful import in my browser?

If permissions aren't the issue, one of the following factors may be at play:

Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements.
Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back.
Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.

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JB9Author

Level 3

Thank you for posting a reply, but it totally ignores my question, which indicates that I successfully imported my data from two accounts. It's just that the full amounts show in one place (a step by step screen), yet on the actual tax forms, data from only one account shows. I believe it's a bug.