TT 2022 Premier App (not via the Intuit Web portal!)
Filing: joint
Wages & Income
Add documents -> choose Fidelity
Log into my Intuit account through the new circuitous route going through Intuit's Web page authorization to import financial data. Log into *my* Fidelity account and import 1099s.
Next: Add documents -> choose Fidelity
Now need to log into spouse's Fidelity account to import more 1099s. But there is no way to do this because the import process that goes through the Intuit Web auth page pushes me back to MY account. There is no way to log out of *my* Fidelity account and tell Intuit to use a different Fidelity login.
This used to be really simple. Now it's completely messed up with this new circuitous route through the browser to Intuit's site for Fidelity authentication.
How do you tell the auth process to start over with a different account for Fidelity?
Reiterating: I'm using the TT 2022 Premier *app*, not the Web portal.
Well, it's not pretty, but the way to solve this is to quit and restart the TT 2022 app.
There should be a better way to do this.
This did not work for me. I'm using TT Premier download. Help!!! How do I get TT to let me download my wife's account info from Fidelity?
Thanks! That worked. Hopefully TurboTax will fix this and have the program ask each time who's account is it. As a minimum, the workaround instructions should be on the Import page.
TT 2022 premier.
I cannot import fidelity tax documents. I have spent hours on the phone with TT. Was told the problem would be fixed 2/23/23. Are there any updates