How do I download more than one group of income if I have more than one account in my brokerage firm?

[raynicki]

I have more than one account with same brokerage firm. How do I download ionterest earned from both accounts?

[MonikaK1]

Check with the brokerage as to whether you need a different download code for different accounts.

If your financial institution is a TurboTax 1099 Import Partner, you'll likely be able to import your 1099-INT, 1099-DIV, 1099-OID, 1099-R, 1099-NEC, and 1099-MISC (without entries in boxes 8 or 10) by January 31, 2025. And you'll likely be able to import your 1099-B and 1099-MISC (with entries in boxes 8 or 10) by February 15, 2025. If your brokerage issues a consolidated tax statement with several types of 1099s, which is common, you should be able to import that statement by February 15, 2025.

Check here for updates to the Help Article with this information.

You have the option to enter the information from Forms 1099-B manually. See this help article for more information.