I have multiple accounts at fidelity, when I select one account to import, why my previous fidelity account info(1099R) disappeared?

[Merle-78]

is this new Fidelity login has issues?

[CarissaM]

When you import once into Turbo Tax, and additional imports will override the first one. 

Any additional would need to be manually submitted. 

[Merle-78]

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. 

[MacProf]

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!

[HopeS]

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

@MacProf 

[Ray PIngle]

I have the same problem and like you, it did work fine last year.  TurboTax needs to fix this. 

[JBothell]

Me too. When will this be fixed. We need a response from Turbo Tax on importing 2 Fidelity accounts. Please.

[jzmn2z]

*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. 

[CarissaM]

Please follow the workaround provided here to import with more than one account. @Ray PIngle 

[dbjones1899]

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.

[dbjones1899]

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.

[donaldkauer22]

I cannot enter a second account at the same brokerage(fidelity)

[TiffanyL]

@donaldkauer22 

Please try the steps below as a possible workaround:

• 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

Please respond back here if this does not resolve your issue.

[dbjones1899]

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!

[CarissaM]

Thank you for providing the steps that was able to allow you to add in the second account. @dbjones1899