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.

1150

Intuit Alumni

Feb 26, 2023 1:56:37 PM

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

Level 2

Feb 26, 2023 3:11:13 PM

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

Intuit Alumni

Feb 27, 2023 11:51:23 AM

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

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TurboTax can't import 1099 from multiple accounts in Fidelity