When you import once into Turbo Tax, and additional imports will override the first one.
Any additional would need to be manually submitted.
That is not how it worked last year. I was able to select acct 1 to import, then select acct2 to import and it will not wipe out acct1. With the new fidelity security login (maybe not related), it wiped out acct1 input.
Hi. Thanks for your information, Carissa. I am in the same situation, using TurboTax Home and Business. My two Fidelity accounts (one for me and one for my wife) are actively managed and both have hundreds of transactions. Entering the Information for either one of them manually is not feasible. When can we expect TurboTax to address this problem, which I suspect will affect a large number of TurboTax users? Thank you!
The IRS will require a copy of your Form 1099-B if you are reporting your transactions by sales section totals instead of reporting each one separately.
TurboTax will figure out if you need to provide the IRS with a copy of Form 1099-B. If you do need to include this form, you’ll be prompted to upload a PDF copy after you enter your sales section totals in the investments section of TurboTax Online (TurboTax CD/Download doesn’t support 1099-B upload). You can download or request a PDF copy of your 1099-B from your broker’s online account. If you are unable to upload a PDF of your Form 1099-B in TurboTax Online, or if you are using TurboTax CD/Download, TurboTax will generate Form 8453. You can still e-file your return, but you'll need to mail a paper copy of your 1099-B to the IRS along with Form 8453, which you can print from your online account or from the desktop software.
See the link below which provides useful information on Form 1099-B including mailing information for a PDF copy of Form 1099-B.
How to include Form 1099-B with Return
I have the same problem and like you, it did work fine last year. TurboTax needs to fix this.
Me too. When will this be fixed. We need a response from Turbo Tax on importing 2 Fidelity accounts. Please.
*bleep* I can't import data from multiple Fidelity accounts ? no way to enter a second user name and password. Fix this **bleep** or I'm buying H&R Block.
Please follow the workaround provided here to import with more than one account. @Ray PIngle
same problem: My wife and I each have our own accounts and logons at Fidelity. I imported my accounts' 1099s and am unable to import hers - it just keeps downloading my accounts. That's pretty crummy.
update: logging out of my account and into my wife's account in my default browser solved the problem & I was able to download her info. But figuring out the problem and fixing it was WAY too much work for a product as expensive as TurboTax - in the time I wasted fixing their sloppy software problem, I could have typed all the data in manually. TurboTax isn't a very good program - it makes doing my taxes MORE frustrating - and I wish I'd never started using it.
I cannot enter a second account at the same brokerage(fidelity)
Please try the steps below as a possible workaround:
Please respond back here if this does not resolve your issue.
Clearing the cache didn't work for me. What worked was (1) closing TurboTax (2) logging out of Fidelity (3) logging into Fidelity IN THE ACCOUNT I WANTED TO DOWNLOAD and (4) re-opening TurboTax and trying the download again. Good luck! Ridiculous that we have to waste time like this!
Thank you for providing the steps that was able to allow you to add in the second account. @dbjones1899
We have two Fidelity accounts... one for me and one for my wife. I have imported my info, but when I attempt to import my wife's, turbotax is automatically logging in to my account and re-pulling that info. How can I get turbotax to pull my wife's info? One comment I read kind of implied that the data from only one account could be pulled???
In order to pull in the second account, it is best to clear your cache and delete the cookies after you import the first one. Then you should be able to import the second account.
Please let us know if we can assist you further. @hilliard-larry
Ray, if you and your wife have different logins to Fidelity, then I think your situation is different from the Merle-78 (OP) situation.
@Ray PIngle , https://ttlc.intuit.com/community/taxes/discussion/multiple-fidelity-accounts-can-t-download-second-account-s-1099-info/00/3181394 may address your situation.
I have multiple accounts that share on login. Not only has TurboTax changed to allow only one account download, it chooses which account to download. Inability to download multiple accounts (which has been available in previous years) makes TurboTax untenable for me. Anyone found a workaround?
Had same problem... posted basically the same question last year and got this response...
"In order to pull in the second account, it is best to clear your cache and delete the cookies after you import the first one. Then you should be able to import the second account."
I got out of the turbotax app and shut down my lap top. After restarting it and going back in the app, I was able to pull the second account.
Same issue here. I am sure I did this last year. Now it wipes out the previous one. For the last year, you can even name each account differently like Fidelity-1234 and fidelity-3456. Called turbotax and was told the bug existed all the time. Obviously this is a new bug in TurboTax as the all the forms are fetched at Turbotax and it let you pick the ones you would like to take. It is a shame that turbotax is not willing to repro at their side and fix it.