I imported 1099-R data from Fidelity from my retirement account & my wife's retirement account. Both accounts share the same JOINT brokerage account. My account contains an IRA and a joint brokerage account record. My spouses account has her IRA & the same joint brokerage account. I found that TT thus downloaded duplicate info for the brokerage account. At the import summary I CANNOT separate the brokerage account to delete one of them - I must delete both of the items on my account OR my wife's account. At the dividend summary page, I also CANNOT delete any of the data (although it appears to have a "garbage can" symbol for each of the dividend records). How can I delete the duplicate info? Why does TT not at least recognize the potential duplicate downloads & flag them for additional review/removal on the initial import?
If the duplicated entries are on the dividend income screen, follow these steps to get to the 1099-DIV input screen.
Once there, select Add/Edit to the right of Investments and Savings, (1099-B, 1099-INT, 1099-DIV, 1099-K, Crypto).
If the duplicated information is occurring on your retirement income screens, you can manually delete the input.
To delete your input in the 1099-R section, follow the steps in this link to get to the 1099-R input section.
Once there, select Update to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R).