How do you import forms from multiple accounts at the same institution? We have retirement accounts, and I imported mine but I can import my spouse's information

We have joint accounts and two separate logins for the retirement accounts. Can't seem to add another import account

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1 Best answer

Expert Alumni

Mar 22, 2025 4:28:09 PM

Make sure you have fully completed the 1st entry and are back to the screen that states, Here's your 1099-R info. From here follow these steps:

Select add another 1099-R
Select the financial institute
Login with your second login information

See screenshot below:

Expert Alumni

Mar 22, 2025 4:28:09 PM

Make sure you have fully completed the 1st entry and are back to the screen that states, Here's your 1099-R info. From here follow these steps:

Select add another 1099-R
Select the financial institute
Login with your second login information

See screenshot below:

New Member

Mar 23, 2025 9:32:54 AM

I had to use "Enter another way." When I selected the standard path, it kept using my account login and never gave me a chance to enter my wife's account information.

The simple approach was to download the form and then upload it into TurboTax

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How do you import forms from multiple accounts at the same institution? We have retirement accounts, and I imported mine but I can import my spouse's information