import data from our banks

zymxhjjtm197227 — Mon, 23 Feb 2026 13:31:57 GMT

Hi,Me and my spouse file married file jointly. Both of us have Fidelity account. We tried to import bank TAX form (1099DIV, 1099R) to TurboTAX. First I imported data from my fidelity account using my Fidelity log in. It was successful. Then we tried to import my husband's fidelity account and it went wrong. TurboTAX does not ask for my husband Fidelity log in information, but connects to my account again automatically. Does anyone know how to import both me and y husband bank forms to TurboTAX? We use PC download version. thanks

Re: import data from our banks

MichelleLO — Fri, 03 Feb 2023 20:11:43 GMT

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

topic Re: import data from our banks in Get your taxes done using TurboTax

import data from our banks

Re: import data from our banks