I have multiple Betterment accounts, each of which I'd like to import the various forms (1099-DIV, 1099-B, 1099-INT). When I go through the "Let's import your tax info", and I click Betterment, it prompts me to make an OAuth connection to Betterment. I enter my info for my first Betterment account and it correctly imports the forms. This is all good. But when I go to connect my second account, there is no way to do so. The website always tries to import the first Betterment account that I added and there is no way to add a second one.
I even tried revoking the OAuth access and App password on the first Betterment.com account and somehow TurboTax is still able to pull the forms from that account.
What can I do here? Adding in Betterment's 100s of stock sales by hands is pretty onerous.
It's unclear what happened here exactly but I was able to make this work by removing TurboTax's OAuth connection in my Betterment account and then simply waiting. After an hour or so, TurboTax had forgotten about the previous Betterment account connection and I was able to establish a new connection to my second account and import the transactions as expected.
It's unclear what happened here exactly but I was able to make this work by removing TurboTax's OAuth connection in my Betterment account and then simply waiting. After an hour or so, TurboTax had forgotten about the previous Betterment account connection and I was able to establish a new connection to my second account and import the transactions as expected.