I manage the tax returns for several children and grandchildren. Last year, I started using the upload option for Form 1099-Bs and Form 1099-DIVs. For my TT account, I was able to select Fidelity Investments, which took me to Fidelity where I would sign in with my Fidelity user name and PW, which would take me to the tax documents for my account. These I would select and upload.
When I am doing another family member's tax return I follow the same procedure, but it skips the login step when I get to Fidelity, and goes directly to the tax statements that were listed under my account. Am I doing something wrong, or is there a glitch in the TurboTax software?
I also have all of the family tax statements placed in my account by Fidelity. In this way I only had to access my account and select whatever documents for the return on which I was working. I did not have to log in at Fidelity for each family member's Fidelity account. This year when I logged in at Fidelity under my account, it only shows my tax documents, and none of the others. Is this a change in programming?
