Re: Download from multiple accounts with same brok...
Sign Up

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
cancel
Showing results for 
Search instead for 
Did you mean: 
twv
Level 1

Download from multiple accounts with same broker

I have two accounts with one of the major brokerage firms. Each year-end tax statement has its own Document ID which is required for download to TurboTax. For tax year 2019 I was able to initiate two separate downloads without issue. 

 

For 2020 tax year I can only download from one account. If I attempt to initiate a second download, the software does not prompt for Document ID but simply presents the data from the first download again.

 

Obviously, I would like to avoid having to manually enter data for the multiple 1099 forms; especially all of the sales transactions.

 

 

 

1 Reply
CatinaT1
Employee Tax Expert

Download from multiple accounts with same broker

Multiple Brokerage Accounts 
If you have a single broker for multiple accounts, when the 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. 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
Dynamic AdsDynamic Ads
v
Privacy Settings