It took 5 times for me to figure out that because my father had passed away in Oct, I should put my mother as the first person listed and my dad as second person. On joint accounts the first person listed is the social security number that goes forward to the IRS. I really think Turbotax should have an alert, to let people know to change who is listed first. This was very frustrating, and I noticed I did not get that answer from the Turbotax helpers......I shouldn't have to figure that out myself, its an obvious fix they could add to their tool.
