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Multiple brokerage accounts

I am having the same problem as was posted a year ago about importing from Fidelity when my wife and I have separate accounts.  Security Flaw.  Still no fix from Tax.

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4 Replies

Multiple brokerage accounts

If you have a single broker for multiple accounts, when selecting to add another account for the same broker: Clear cookies and then search for your broker via the search bar rather than clicking the broker icon. This should allow the screen to input account information and import the data.

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hwcmvc
New Member

Multiple brokerage accounts

This doesn't work!

Multiple brokerage accounts

If you are using TurboTax Online, try importing using a different browser.

 

See the following TurboTax Help articles for potential fixes:

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**Mark the post that answers your question by clicking on "Mark as Best Answer"

Multiple brokerage accounts

I'm not sure what you are trying to import, but the most recent Fidelity discussion indicates that their 1099-B will not be released until March 5th, 2024.

*A reminder that posts in a forum such as this do not constitute tax advice.
Also keep in mind the date of replies, as tax law changes.
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