My son and I opened a joint account to do some investments. The account has both names as owners, but the broker used my social security number on the 1099. For 2020, we had a capital loss. I imported the information from the broker to my tax return and would like to record an entry into Turbotax to allocate a portion of the loss to my son. Can someone tell me how to do that within the desktop Turbotax allocation?
