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New Member
posted Apr 2, 2025 8:14:53 AM

trying to figure out how to upload a second 1099B for a second brokerage account. After I entered the first one, there doesn't seem to be another prompt?

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1 Replies
Expert Alumni
Apr 2, 2025 9:05:17 AM

After you finish importing a Form 1099-B, you should see a screen that says "Let's finish pulling in your investment income.  You can import more from more accounts by selecting Add Investments."  There should be a box towards the bottom of the page that says "Add Investments".  If you're not seeing that page, or that box try:

 

  • Click on Search
  • Type in "1099-B"
  • Click on "Jump to 1099-b"

That should take you to the page referenced above.