Just to let you know we're getting older and have had some money to invest the last few years and actually received multiple 1099s from a Wells Fargo account in both our joint account and my wife's account and use the import feature. Sadly in 2023 anything that was in the joint account duplicated under my wife's account on the import and I didn't notice and overpaid my taxes. I'm debating on whether it's worth trying to do an amend or not but that's another story....
Same thing seems to be happening this year but at least I caught it and was able to delete the extraneous information. At first I thought this is a Wells Fargo issue but now it feels like it's a TurboTax issue.
What I see on the screen looks correct and I'm assuming the numbers are being processed correctly to calculate the correct amount due. I don't see any doubling anywhere like you guys do but again that's after I deleted what was imported twice. Now could the software be showing one thing and somehow calculating tax on double that number.. I sure hope not.
The community is always been awesome in helping me prepare my taxes for 10 years or more but the fact that these problems are persisting makes me wonder if there aren't better options out there and so far as tax software.
:(
