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capital asset sale worksheet attached to wrong 1099-B
MFJ. My wife and I had separate taxable brokerage accounts at Tastyworks, holding the same ETF in the same quantity. We sold some to harvest tax losses.
I imported tax data from tastyworks, separately for each account. There are 2 1099-Bs with the respective tastyworks account numbers. They are correctly identified as taxpayer vs spouse because I edited the form directly.
The sale details created capital asset sale worksheets, but they're both attached to a 1099-B having my account number. There is another copy of 1099-B having my wife's account number but no sale asset worksheet.
Do I need to move the sale details to the 2nd 1099-B? How do I do that?
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March 12, 2023
10:55 AM