1099R Import

[richardmccluskey]

Married filing jointly. My wife and I have separate accounts at Fidelity. I downloaded my info but ca't access my wife's account info. PROCESS: I select import and Fidelity and I log in and download my account information. Yea.  Next I want to download Wife's fidelity info. I select import and then Fidelity. However it directly logs into my Fidelity Account and asks me what info I want to download. It's so smart, but once entered, it doesn't allow me to enter another account? Any ideas?

[richardmccluskey]

Forgot to add: Home&Biz edition for Mac

[MichelleLO]

Please click here to see the instructions provided by CatinaT1 in this Community thread regarding importing from multiple brokerage accounts.