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Level 1
posted Feb 7, 2024 2:26:50 PM

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.

0 4 423
4 Replies
Expert Alumni
Feb 8, 2024 11:34:31 AM

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.

New Member
Feb 24, 2024 8:31:33 AM

This doesn't work!

Expert Alumni
Feb 26, 2024 8:44:13 AM

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

 

See the following TurboTax Help articles for potential fixes:

Level 13
Feb 26, 2024 11:10:33 AM

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.