import 1099B multiple broker account

Forum|Forum|5 years ago
February 12, 2021
5 replies
19 views

Hello community,

How do you import 1099 B from 2 separate accounts from broker? Please help

Thank You

1099

Kat11_2

Alumni - Champ

In my experience, an import from one brokerage firm includes all of the accounts. Is this not your experience?

How do I import my 1099?

*** I am NOT a tax expert. I am a seasoned TurboTax user, and volunteer to provide assistance to TT users. Nothing I post is to be considered TAX ADVICE; I bear no legal liability for responses.***

sylviab24

Level 2

I've tried multiple times to import 2 1099-B documents under different control/holder account numbers. I can import the 1099-DIVs but it won't do the 1099-B forms. No matter what order I try to import them, only one (the same one each time) imports.

Kat11_2

Alumni - Champ

@sylviab24 Are these accounts with the same financial institution?

*** I am NOT a tax expert. I am a seasoned TurboTax user, and volunteer to provide assistance to TT users. Nothing I post is to be considered TAX ADVICE; I bear no legal liability for responses.***