Importing 1099-B *individually" for multiple accounts from Fidelity is getting overriden

[vinnyg099]

Hi,

I have three brokerage accounts at Fidelity. In the past, I've been able to individually import my 1099-B (or 1099-DIV) into TT without any problem. However, this year somehow it keeps overriding the data for my previous import. For example, if I imported 1099-B for "account A" and then subsequentially import the 1099-B data for "account B" from Fidelity, then the data for "account A" disappears. Why? Clearly, this is a bug.

I have the same problem on Windows AND Mac versions of TT Deluxe.

Also, up until last year, TT used to summarize 1099-INT, 1099-DIV and 1099-B separately across various brokerages. However, starting 2025, they're all clubbed together. It's difficult to reconcile with this format change.

Vinny

[LindaS5247]

You can try logging out of your program and  clear your cache and cookies.  ‌Please click here for instructions on how to clear your cache. Please click here for instructions on clearing your cookies.

You may also try using another browser.

Make sure your transactions aren't going over the TurboTax limits:

• Both TurboTax Online and TurboTax Desktop are able to support up to 10,000 of any combination of transactions and imports.
• TurboTax Online can support up to 4,000 non-covered transactions (items such as options or cryptocurrency that aren't reported to the IRS).
• The import file size is limited to 4MB.

If your transaction numbers are getting close to these limits, it can cause the system to lag or time out. If this happens, you may need to clear your return and start over. Then try entering the sales section totals into TurboTax, rather than entering individual sales. If you still encounter issues, you may need to switch to TurboTax Desktop to continue your return.

Here are some troubleshooting tips for importing:

• Sign in to your brokerage account and confirm you have enabled third-party access to your account information.
• Change your password for your online brokerage account, then sign back in to TurboTax and start the import process again using your new password.
• Double-check that you're entering the right credentials on the import screen. Depending on your institution, you could be asked to enter any combination of username and password, fund number, account number, or document ID number.
• Check with your brokerage to see if you need to be enrolled in online access in order to import.
• If you're using TurboTax Desktop, make sure your program is up to date.
• When signing in to your brokerage account from TurboTax, try entering two extra characters at the end of the password, then delete the extra characters and press enter.

Click here for "What if I can't import my 1099?"

Click here for "How do I import my 1099s?"

[vinnyg099]

Thanks for the response.

I've tried your suggestions and it still doesn't work. Seems like a bug in 2025 version of TurboTax.

[LindaS5247]

We appreciate your patience while we look into this. Please check back in TurboTax Community for updates and solutions for this issue.