We're getting a bit older and we actually had some dividends in interest on some investments we made for ourselves and children this year.
I don't know if it's appropriate to mention the bank etc I will just call it WF. WF sent us paper copies of our 1099s My wife and I have both a joint account and she has an account in her own name.
After importing our joint account by entering our password and then further importing my wife's separate account and putting her separate password we noticed that in addition to my wife's 10 99s under her account...a duplicate set of our joint investments appeared under her name as well.
I checked with our finance guy he said the paperwork that we received should be correct and yes that paperwork shows everything as it should be however the TurboTax import seems to have taken what was in our joint account and also stuck it under my wife's account.
Nevertheless I was quite upset by this since had I not caught this or we had a different tax guy who didn't catch it I could have paid more taxes and we should have.
I initially blamed WF however my finance guy mentioned that this was the second time within a week someone had experienced this and interestingly enough the other person also used TurboTax.
So why did this happen, who's to blame and should I be riding a WF a real nasty letter.
