topic Multiple brokerage accounts in Investors & landlords

Multiple brokerage accounts

Avi8or — Wed, 11 Feb 2026 04:09:11 GMT

I am having the same problem as was posted a year ago about importing from Fidelity when my wife and I have separate accounts. Security Flaw. Still no fix from Tax.

Re: Multiple brokerage accounts

CatinaT1 — Thu, 08 Feb 2024 19:34:31 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.

Re: Multiple brokerage accounts

hwcmvc — Sat, 24 Feb 2024 16:31:33 GMT

This doesn't work!

Re: Multiple brokerage accounts

CatinaT1 — Mon, 26 Feb 2024 16:44:13 GMT

If you are using TurboTax Online, try importing using a different browser.

See the following TurboTax Help articles for potential fixes:

Re: Multiple brokerage accounts

Rick19744 — Mon, 26 Feb 2024 19:10:33 GMT

I'm not sure what you are trying to import, but the most recent Fidelity discussion indicates that their 1099-B will not be released until March 5th, 2024.