Import Spouse Data In An Amended Return

taxquasar — Mon, 23 Feb 2026 12:00:15 GMT

My spouse and I both use TT to file.

I am using the Windows desktop version to amend my spouse's return from filing single to MFJ.

I can see how to import my spouse's docs, but I cannot see how to import my docs such as my1099s.

Is that not possible or am I missing something?

Re: Import Spouse Data In An Amended Return

HelenC12 — Tue, 21 Feb 2023 14:48:55 GMT

Yes, you should be able to import your 1099's from your financial institution(s).

Sign in to your TurboTax account
Go to Search bar and search for 1099-div or 1099-int or 1099-b (for example).
Select the Jump to 1099
If you selected Form 1099-b, on the Here's all the investment accounts we have so far screen, select the blue Add More Sales and Continue.
On the Let Us Enter Your Investments Sale info screen, select Import from my bank or brokerage and Continue.
On the Search for Your Financial Institution screen, scroll down and find the financial institution you want to import from. Note: If you don't see your institution, it may not be a TurboTax Import Partner.
On the Sign on to XXX screen, enter the information requested. Note: If your wife's information automatically comes up, you may have to clear your cache, cookies and restart your computer.
Continue with the onscreen interview until complete.