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New Member
posted Jan 5, 2024 2:28:48 PM

How do I download tax information for multiple accounts at fidelity

0 3 303
3 Replies
Level 15
Jan 5, 2024 2:56:03 PM

Are you the owner of all these accounts?  Does each account have unique sign-on credentials?

See this TurboTax support FAQ for importing Form 1099s - https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/import-1099s/L2hPcduMb_US_en_US?uid=lr18hfg3

 

See this TurboTax support FAQ for importing a Form 1099-B - https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/enter-1099-b/L7MFY1jNg_US_en_US?uid=lr18iw0m

New Member
Jan 5, 2024 2:58:25 PM

Yes one is mine, one is my wife's. They have separate sign in credentials which I have.

Level 15
Jan 5, 2024 4:38:20 PM

When the import function is working (sometime in mid to late February) you will import the first account then the second ... follow the screen instructions.