topic Importing multiple Wealthfront accounts not working in Get your taxes done using TurboTax

Importing multiple Wealthfront accounts not working

asahi7777777 — Thu, 10 Apr 2025 16:42:52 GMT

This looks like a defect/bug.

I have 3 brokerage accounts and 1 savings account in Wealthfront. When I import my Wealthfront accounts, I see that they're all listed in the Import Summary page. But when I go to "review" them, one of the 1099-DIV is not listed. When I go to Forms mode, that 1099-DIV doesn't exist. WHY???? Do I have to manually add the one that isn't there?

Re: Importing multiple Wealthfront accounts not working

asahi7777777 — Thu, 10 Apr 2025 16:46:48 GMT

Forgot to mention, this is with TurboTax Premier 2024 (2024.r25.036).

Re: Importing multiple Wealthfront accounts not working

MarilynG1 — Sun, 13 Apr 2025 02:23:48 GMT

Yes, it appears you may need to manually add the missing 1099-DIV from your imports.

Sometimes it's easier to just make one manual entry in the 1099-DIV area for the total of your 1099-DIV's from the same Payer.

@asahi7777777

Re: Importing multiple Wealthfront accounts not working

asahi7777777 — Sun, 13 Apr 2025 14:26:47 GMT

I ended up starting over and imported the Wealthfront taxes first.