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Level 3
posted Feb 2, 2023 7:03:25 PM

import data from our banks

Hi,Me and my spouse file married file jointly. Both of us have Fidelity account. We tried to import bank TAX form (1099DIV, 1099R)  to TurboTAX.  First I imported data from my fidelity account using my Fidelity log in. It was successful. Then we tried to import my husband's fidelity account and it went wrong. TurboTAX does not ask for my husband Fidelity log in information, but connects to my account again automatically.  Does anyone know how to import both me and y husband bank forms to TurboTAX? We use PC download version. thanks 

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1 Replies
Intuit Alumni
Feb 3, 2023 12:11:43 PM

Please click here to see the instructions provided by CatinaT1 in this Community thread regarding importing from multiple brokerage accounts.