How do you import information for more than one brokerage account? Turbo imported information for only one of my brokerage accounts with M1 Finance. I have two more.

[pengun]

This works for me. 

If you ahve 2 accounts at the same brokerage, say Fidelity, what you could do is:

1. Use your "default browser" to go to Fidelity.com and log in with the account that you want TT to download. Once you logged in, 

2. Go to TT and ask it to download the tax forms. 

Hope this works for you too. 

[EbonyA]

If you have tried all the tips provided within the thread and your issue persists, please contact our phone support team for one-on-one assistance @mfishman99.

[jess_barmatz]

If you tried what you said, you would see that it does not work.

I cleared cleared cache and Intuit cookies. That did not help.

TurboTax DOES NOT ASK for another login, obviously, or else that would be the solution. It just accesses my brokerage with the previous username and password.

[wizir]

This solution worked for me.  I didn't have to clear the cookies and cache.  I logged out of TT, logged off my Fidelity account and then signed into TT and signed into my wife's Fidelity account.  TT was able to download the info for my wife.  It didn't ask me for credentials.  It must have figured it out since I had already logged into my Fidelity account.    But TT wasn't smart enough to figure out that the interest and dividends belonged to my wife.  I had to modify the 1099-INT and 1099-DIV manually for that.

[Bellingham Bill]

Worked! Thank you

[hmagenruben]

Same problem.  I have a brokerage account and so does my husband.  We can get my information but not his.

[RandyB73]

The way I worked around it was I first imported the data from one account at Fidelity via TT. Then I logged into that account with my web browser and reset the password for that account and logged off. Then I went back to TT and tried importing from Fidelity and then TT asked for the login credentials (since the previous password no longer works) which I then entered for the 2nd account. Probably a good idea to reset passwords after importing the data since login credentials may still be floating around in the system somewhere.

[99Jax]

Why has Turbo Tax made this complicated for 2022 year?? Previously, it would import all my accounts from prior years?  What are you talking about having to clear cookies?

[TiffanyL]

@99Jax 

You would want to check and make sure your financial institution or brokerage is a TurboTax 1099 partner. The clear cache and cookies solution is for those who are having issues importing. That may work for some but may not work for all.

If you are having issues with importing, please check out the FAQ link provided below and let us know if this resolves your issue:

What if I can't import my 1099?

[99Jax]

I was able to talk with a rep on TT and found out the problem.  For security reasons, you now have to sign into your brokerage accounts separately for both id's if you have separate accounts. Your browser retains the last log in and  when TT goes to an account, it opens that last one. Consequently, you have to clear the browser history (which you can do just for the last one hour or so if you want) and that will force you to have to log in again to your brokerage account - now you can log in and import that second account. I thought it was a TT problem but it's a combo of brokers and browsers that make this necessary.

[TKsailing]

@99Jax  Your solution worked perfectly! I left TurboTax and my browser, Chrome, open. In Chrome, I clicked on the three dots next to my Avatar, then clicked on History. Once History displayed, I located the Fidelity Investments line, checked it and deleted it. Back to TurboTax, selected Fidelity again in the imports section and then entered the Username and Password for the second Fidelity account and Boom! Both accounts fully downloaded.

[99Jax]

Great!

[cheez19]

Thank you pengun!

This worked for me as well!

With the enhanced security procedures, TurboTax remembers the last log in credentials in the import process.  If turbotax would force the login credentials at each import session, we should be good to go.  This is definitely a glitch with TurboTax.  Hope they fix this next year!

[reggiepv]

Easier than clearing cookies (you might lose your stored passwords), is just use a different browser for different accounts.  (Chrome, Edge, Firefox, etc)
Of course, the best would be is TurboTax gave you an option to change accounts.

[ash49]

Thanks, it works