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TurboTax can't import 1099 from multiple accounts in Fidelity

Got a problem with TurboTax when a user was importing Fidelity (FD) data to TurboTax:

FD: two brokerage accounts (A & B) under one ID/PSWD

Problem: TT can import 1099-B(-r, -Inv) from only (and always) one account (for example, a combination of 1099-b for account A, and 1099-inv & 1099-r for account B. And there's no way to add the second one. (1099-b/inv/r expected for both accounts).

Tried both online and desktop and failed.

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3 Replies
CarissaM
Intuit Alumni

TurboTax can't import 1099 from multiple accounts in Fidelity

Does each Fidelity account have a different set of login credentials?

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TurboTax can't import 1099 from multiple accounts in Fidelity

No; the two accounts are with the same login credentials.

MichelleLO
Intuit Alumni

TurboTax can't import 1099 from multiple accounts in Fidelity

Please click here and try the steps provided by CatinaT1 in this Community thread regarding importing from multiple brokerage accounts.

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