Importing multiple Wealthfront accounts not working

This looks like a defect/bug.

I have 3 brokerage accounts and 1 savings account in Wealthfront. When I import my Wealthfront accounts, I see that they're all listed in the Import Summary page. But when I go to "review" them, one of the 1099-DIV is not listed. When I go to Forms mode, that 1099-DIV doesn't exist. WHY???? Do I have to manually add the one that isn't there?

965

1 Best answer

Level 1

Apr 13, 2025 7:26:47 AM

I ended up starting over and imported the Wealthfront taxes first.

Level 1

Apr 10, 2025 9:46:48 AM

Forgot to mention, this is with TurboTax Premier 2024 (2024.r25.036).

Expert Alumni

Apr 12, 2025 7:23:48 PM

Yes, it appears you may need to manually add the missing 1099-DIV from your imports.

Sometimes it's easier to just make one manual entry in the 1099-DIV area for the total of your 1099-DIV's from the same Payer.

@asahi7777777

Level 1

Apr 13, 2025 7:26:47 AM

I ended up starting over and imported the Wealthfront taxes first.

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Importing multiple Wealthfront accounts not working