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Get your taxes done using TurboTax
i.e. If you have some separate accounts and are MFJ, then those $$ should be entered as part of the separate entry of your own 1099-DIV and 1099-INT forms. Thus, for (say) separate accounts at Fidelity, you need to have at least two separate forms for each of the Fidelity 1099-INT, 1099-DIV, 1099-B forms in the investment area.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎February 26, 2025
12:00 PM