topic How to download separate 1099s from financial institution in Get your taxes done using TurboTax

How to download separate 1099s from financial institution

cahalvor23 — Wed, 11 Feb 2026 03:38:33 GMT

my husband and I have separate accounts with the same financial institution. When I try to download 1099s, it automatically defaults to my accounts, and doesn't give me anywhere to say I want his accounts instead. How do i do this?

Re: How to download separate 1099s from financial institution

Anonymous_ — Tue, 13 Feb 2024 16:42:22 GMT

Doesn't each of your accounts have a separate login (e.g., username and password)?

Re: How to download separate 1099s from financial institution

cahalvor23 — Tue, 13 Feb 2024 16:46:11 GMT

yes, we have separate logins, but TurboTax is not giving me the chance to enter his info. I already downloaded mine, and it just automatically goes out and assumes I want mine again.

Re: How to download separate 1099s from financial institution

VolvoGirl — Tue, 13 Feb 2024 16:52:48 GMT

What kind of 1099? It should be just as easy and faster to manually type it in. And more accurate.

Re: How to download separate 1099s from financial institution

cahalvor23 — Tue, 13 Feb 2024 16:55:13 GMT

Its multiple 1099s... INT, DIV, B, MISC....i'd prefer to download them

Re: How to download separate 1099s from financial institution

Anonymous_ — Tue, 13 Feb 2024 16:58:38 GMT

Which version of TurboTax are you using?

Is there no Add Interest Income button for interest or Add Another Broker or Payer button for dividends?

Re: How to download separate 1099s from financial institution

cahalvor23 — Tue, 13 Feb 2024 17:02:30 GMT

yes, I select that I want to add another. I select that I want to download from the institution. I select the name of the company. The first time, it had me log on to my account, and it downloaded my info. The second time, I never got the chance to log onto HIS account, it automatically went out to my log on and downloaded my account info again.

Re: How to download separate 1099s from financial institution

staranko — Mon, 11 Mar 2024 21:47:04 GMT

where is the reply? I have the same problem

Re: How to download separate 1099s from financial institution

cahalvor23 — Wed, 13 Mar 2024 13:57:18 GMT

I have to tell you, I never got a straight answer. I did end up typing in all my husband's #s manually, which was a PIA. Disappointing!

Re: How to download separate 1099s from financial institution

CatinaT1 — Wed, 13 Mar 2024 14:00:07 GMT

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.