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TurboTax downloads interest from a joint-tenancy brokerage account to wrong TurboTax return
TurboTax downloads the interest from a join-tenancy brokerage account to the wrong TurboTax return. It downloads to the second tenant, not the first.
The brokerage house points to TT because it is a coding error in TT software. The brokerage house has no control over this download.
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‎July 15, 2020
11:46 AM