I have a joint account with a relative and report stock sales (gain / loss) from that account on their return and on mine. Past versions of TT Home & Business desktop allowed me to enter individual stock transactions and then allowed me to make adjustments (assignment to joint owner) which showed up as Code N on Form 8949 and the corresponding adjustment to Schedule D. Worked great.
2023 TT Home & Business desktop no longer allows this assignment for individual sales as the prompt only shows up for grouped transactions and then prompts me to mail additional forms to the IRS. I have spent hours on the phone with TT help already and not a single person was able to explain this change in the SW.
Anyone out there know what happened or know how to fix / work around?
