Get your taxes done using TurboTax

Not sure but try the following.

 

1) go to the "file" menu in the upper-left corner of the software....if it shows you as "Signed In" down in the bottom part of the drop-down menu....sign out.

 

2) Shut down TTX, and then "refresh" the screen

 

3) restart TTX.

4) Repeat #1, but sign back in  instead.

5) Then open your tax file....go to the area where you import the Fidelity 1099 stuff, and see if it lets you use the separate Fidelity login  for your spouse.

 

6) double check to make sure the import didn't overwrite what you imported for yourself  (it shouldn't, but I worry about that).

 

IF spouse only had 1099-INT and 1099-DIV forms, those are easy to enter manually...an actual 1099-B/8949 can be more complex if more than a very few sales were exercised.

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____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*