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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?

 

Missing 1099div.png

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Accepted Solutions

Importing multiple Wealthfront accounts not working

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

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3 Replies

Importing multiple Wealthfront accounts not working

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

MarilynG1
Expert Alumni

Importing multiple Wealthfront accounts not working

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 

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Importing multiple Wealthfront accounts not working

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

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