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Rocco59
New Member

How do I download tax information for multiple accounts at fidelity

 
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How do I download tax information for multiple accounts at fidelity

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/L2...

 

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/L7...

Rocco59
New Member

How do I download tax information for multiple accounts at fidelity

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

How do I download tax information for multiple accounts at fidelity

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. 

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