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

bhwright3rd · ‎March 20, 2025

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

BrittanyS

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:

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post

BrittanyS

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:

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

bhwright3rd

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