Multiple 1099-B files for multiple accounts from the same broker

Forum|Forum|5 months ago
March 3, 2026
2 replies
140 views

I have been using TT Deluxe Desktop for many years, and had no problem with the Deluxe version.

There has been no problem downloading the different account files from Janney, but find that they all have the same name once imported. This present a problem as I can't possibly review the multiple sale/purchase transactions the way TT present them... particularly when I can't tell what account they are for.

I did ignore the statement when I imported these 1099B files that I Must Upgrade to TT Premier, as Deluxe has always worked for me. So, If I do this upgrade, will the different accounts be at least identified as such?

If so, advise where/how I do this Desktop upgrade. The message doesn't appear anywhere now.

Thaks

RobertB4444

Level 15

That sounds like a communication error between Janney and TurboTax. I don't think that that would be corrected by upgrading to premiere. Certainly I wouldn't want to promise it.

I can only give you the workaround that I would use in your shoes. I would go to the Janney website and pull all 4 1099-Bs and look at the very first transaction on each. I would use that transaction to identify each account. And proceed from there.

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fsshafferAuthor

Level 2

I resorted to using downloaded PDF files of my various accounts and copious use of the search function to identify each account and the transactions in question.

This would have been a lot easier if TT would allow renaming the various downloads with names recognizable on screen.

Thank you for your response.