I'm using Turbo online. When you have to enter information for all your forms (1099-INT, 1099-DIV, and so on), Turbo allows you to import it for financial institutions. M1 Finance asks for your brokerage account number and a SSN/Tax ID number. Then it imports the information for that brokerage account. But many people have more than one brokerage account. There is no apparent way to import the information for the other accounts. Is there a way to do this? Thank you.
Multiple Brokerage Accounts
If you have a single broker for multiple accounts, when the selecting to add another account for the same broker: Clear cookies and then search for your broker via the search bar rather than clicking the broker icon. This should allow the screen to input account information and import the data.
Multiple Brokerage Accounts
If you have a single broker for multiple accounts, when the selecting to add another account for the same broker: Clear cookies and then search for your broker via the search bar rather than clicking the broker icon. This should allow the screen to input account information and import the data.
How do you import data from more than one account at Merrill
Please follow the instructions from @CatinaT1 above.@JGordon2
Same problem -- two accounts at Fidelity, and I can import docs for only one. Clearing browsing history and cookies doesn't work. I get a check-mark that says TurboTax has imported my documents. True enough for one account. Not possible to get a screen that allows me to enter the log-in info for second account.
I cleared cookies and switched to Edge. Partially worked.....I was able to import from the second brokerage account BUT the data from the first account was deleted and replaced by the second account's data. So far, unable to retain the data from two accounts.
Please reach out to TurboTax Customer Support as your issue would be best resolved with one-on-one support. Support will be able to view your return to determine what could be happening with your importing issue.
Cookies solution only picked up one additional form, there are 2 more not getting imported. Unhappy!
Closing and re-starting TurboTax got me my second form from Fidelity. Another set of forms from brokerage were imported with no problems.
After much trial and error finally solved the problem.
Close and restart TurboTax.
Make sure the data for the first Fidelity account is there.
Identify your default browser that TurboTax will open to import data from the second account .
Clear all cookies AND cache…..clearing cookies alone will not work.
Input the login information for the second Fidelity account when TurboTax asks.
This should work.
In 2022, this is still broken. We shouldn't have to clear the cache or cookies which hasn't worked for me, in order to import more than one account from the same brokerage. I am using the Premiere edition of Turbotax.
In conjunction with clearing cache and deleting cookies, please also try the tip from the above user RichieR1. If the issue persists, reply here and we will further assist @StillBroken.
This still did not work for me. I closed TurboTax and restarted after clearing cookies and cache from my chrome session and closed chrome. I did get the login screen to enter my 2nd account information. That was a successful login, but when I returned back to TurboTax as the screen says, it still displayed the original account forms to import (which had already been imported from the first time). :(
Tried Edge also, no luck. Any other tricks to get this to work?
This works for me.
If you ahve 2 accounts at the same brokerage, say Fidelity, what you could do is:
1. Use your "default browser" to go to Fidelity.com and log in with the account that you want TT to download. Once you logged in,
2. Go to TT and ask it to download the tax forms.
Hope this works for you too.
If you have tried all the tips provided within the thread and your issue persists, please contact our phone support team for one-on-one assistance @mfishman99.
If you tried what you said, you would see that it does not work.
I cleared cleared cache and Intuit cookies. That did not help.
TurboTax DOES NOT ASK for another login, obviously, or else that would be the solution. It just accesses my brokerage with the previous username and password.
This solution worked for me. I didn't have to clear the cookies and cache. I logged out of TT, logged off my Fidelity account and then signed into TT and signed into my wife's Fidelity account. TT was able to download the info for my wife. It didn't ask me for credentials. It must have figured it out since I had already logged into my Fidelity account. But TT wasn't smart enough to figure out that the interest and dividends belonged to my wife. I had to modify the 1099-INT and 1099-DIV manually for that.
Same problem. I have a brokerage account and so does my husband. We can get my information but not his.
The way I worked around it was I first imported the data from one account at Fidelity via TT. Then I logged into that account with my web browser and reset the password for that account and logged off. Then I went back to TT and tried importing from Fidelity and then TT asked for the login credentials (since the previous password no longer works) which I then entered for the 2nd account. Probably a good idea to reset passwords after importing the data since login credentials may still be floating around in the system somewhere.
Why has Turbo Tax made this complicated for 2022 year?? Previously, it would import all my accounts from prior years? What are you talking about having to clear cookies?
You would want to check and make sure your financial institution or brokerage is a TurboTax 1099 partner. The clear cache and cookies solution is for those who are having issues importing. That may work for some but may not work for all.
If you are having issues with importing, please check out the FAQ link provided below and let us know if this resolves your issue:
I was able to talk with a rep on TT and found out the problem. For security reasons, you now have to sign into your brokerage accounts separately for both id's if you have separate accounts. Your browser retains the last log in and when TT goes to an account, it opens that last one. Consequently, you have to clear the browser history (which you can do just for the last one hour or so if you want) and that will force you to have to log in again to your brokerage account - now you can log in and import that second account. I thought it was a TT problem but it's a combo of brokers and browsers that make this necessary.