import 1099B multiple broker account

[Toomuchtax]

Hello community,

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

Thank You

[Kat]

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? 

[sylviab24]

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.

[Kat]

@sylviab24 Are these accounts with the same financial institution?

[sylviab24]

Yes, same broker account. Thanks

[Kat]

@sylviab24 For comparison purposes, I just yesterday imported my 1099-B from Schwab.  

Once the connection was secured between TT and Schwab, the program pulled up all accounts with Schwab.  I had to select which items I wished to import.  I did have the option(s) to import 1099-B, 1099-INT and 1099-DIV.  

I'm saying this because, if programs are comparable (I use Desktop instead of Online), you "should" see the option to import the 1099-B.  As a composite document, it should also include your 1099-DIV, 1099-INT, etc.  If you don't see this happening, you may have to import the dividends, interest and transaction report (Form 8949) separately into the proper sections of your interview.