I'm not an accountant but do have dividends and interest from many investments like you. I never import because there are really only a couple of numbers to enter and I don't want the downloads to screw it up (sounds like this happened). Even if you buy and sell multiple investments Turbotax only requires entering total Ordinary Dividends and Qualified Dividends and any Foreign Tax if you have stocks from a company based overseas (Stelantis for instance is based in Netherlands). For stock sales, you only report total Long Term vs. Short Term Proceeds and Total basis for each category. So if filing jointly, even for the same bank, you and your wife likely have different accounts and therefore need to file them as two accounts: XYZ Bank, John, Dividends; XYZ Bank, Sally, Dividends, for instance. Your bank is required to file a detailed report to the IRS so you don't need to enter all of that. So you might want to consider starting over on income, deleting all downloads and entering manually.
