Hi, GeorgeM777!
1. One Joint Account. We each have Individual ‘Investment’ account, an IRA account, and a Roth IRA account.
2. We have always filed Married/Joint.
3. Yes, my experience is TT combines the information just fine. This is really a question about ‘entering’ the data.
4. Sort of an example: TT seems to want to do all the 1099-DIV’s at once. I have it do the downloads directly from Fidelity. Then it pulls up the first DIV. I see some of the dollar amounts. But I can’t see an account number or the name of the owner. The TT app on the iPad doesn’t allow Split View. Which makes hunting for the info even more challenging.
5. So I’m wondering if maybe I’m just approaching this the wrong way. And there is a more efficient way to get the info into TT.
Thanks for the help!
