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Importing Spouse's 1099 Forms from Fidelity

So, I go to import 1099 forms from Fidelity.   I sign into my Intuit account and then my Fidelity account and the forms that are there import without a problem.

I go back to try to import my wife's 1099 forms, also from Fidelity and it keeps trying to import my information again.  This is a MASSIVE issue for me.

1) I have signed out of my Intuit account.

2) I have deleted cookies.

3) I have quit and restarted both Safari and TurboTax (I am using the desktop version)

4) I have used the search bar to bring up the Fidelity name, not just clicking on the logo.

Nothing has gotten the program to unlink from my Fidelity account. 

 

I ABSOLUTELY cannot type the information in manually.  The 1099-R might be simple enough, but there are managed accounts that cause Schedule D to be dozens of pages long.  I would be entering information for the next thousand days.   

 

There absolutely needs to be fix for this somewhere, and I know I am far from the only person with this problems.  

 

help! 

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1 Reply

Importing Spouse's 1099 Forms from Fidelity

Well, I figured it out myself... and it is pretty stupid that there aren't instructions in the program on how to do this.

 

You need to sign out of Intuit in TurboTax.  You then need to sign in with the spouse's account.. so BOTH filers need Intuit accounts.   Once I did that, it allowed me to download her forms. 

 

Seriously, there needs to be a better way of doing this. 

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