How do you import forms from multiple accounts at the same institution? We have retirement accounts, and I imported mine but I can import my spouse's information

[bhwright3rd]

We have joint accounts and two separate logins for the retirement accounts. Can't seem to add another import account

[BrittanyS · Accepted solution]

Make sure you have fully completed the 1st entry and are back to the screen that states, Here's your 1099-R info.  From here follow these steps:

1. Select add another 1099-R
2. Select the financial institute
3. Login with your second login information

See screenshot below:

[bhwright3rd]

I had to use "Enter another way." When I selected the standard path, it kept using my account login and never gave me a chance to enter my wife's account information. 

The simple approach was to download the form and then upload it into TurboTax