Multiple brokerage accounts

[Avi8or]

To clarify my previous post:  The HSA or IRA download would not be a 1099-INT or 1099-DIV.  For a certain state return the amount of retirement income does need to be attributed to the correct person.

[CatinaT1]

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.