snow plow
New Member

Imported 1099Bs are getting assigned the wrong person’s SSN on our joint return. How do I override this? Taxpayer, spouse, joint options are not available.

I've imported the financial data from several institutions. For some reason, TurboTax thinks that the accounts belongs to the "taxpayer". For 1099-INT and 1099-DIV forms, I can override that by selecting "joint" or "spouse" on the form where applicable. How do you set "joint" or "spouse" on the imported 1099B data?