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Level 2
posted Mar 4, 2024 2:25:42 PM

Turbotax uses my husband's social security on my 1099-B, 1099-Div, and 1099-INT. How do I change them?

I'm filing married jointly. Turbotax used my login to enter into my brokerage, with my name only,  to download 1099-B, 1099-Div and 1099-Int.  However, these Turbotax forms are with my husband's social security on all of them. I cannot change them either.  How can I fix them?

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1 Replies
Expert Alumni
Mar 12, 2024 7:03:28 AM

When you enter your 1099-INT and your 1099-DIV, as the bottom of the page it will say, "This form belongs to..."  Then it will have Your spouse, You and Both of you available to choose from.  Select your name and his continue.  

 

You will just need to go back to the Income summary screen and click the edit button or pencil next to each of the forms, then when you get into the screen where you enter the numbers you will see the option to change the owner at the bottom.