topic 1099R Import in Investors & landlords

1099R Import

richardmccluskey — Mon, 23 Feb 2026 12:46:23 GMT

Married filing jointly. My wife and I have separate accounts at Fidelity. I downloaded my info but ca't access my wife's account info. PROCESS: I select import and Fidelity and I log in and download my account information. Yea. Next I want to download Wife's fidelity info. I select import and then Fidelity. However it directly logs into my Fidelity Account and asks me what info I want to download. It's so smart, but once entered, it doesn't allow me to enter another account? Any ideas?

Re: 1099R Import

richardmccluskey — Sat, 11 Feb 2023 21:12:46 GMT

Forgot to add: Home&Biz edition for Mac

Re: 1099R Import

MichelleLO — Sun, 12 Feb 2023 19:09:50 GMT

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