Can I do this? My mutual fund company only lets me download tax info for accounts with my SSN. We file jointly. How do we download her accounts using "her" SSN?

[fanfare]

what company? and what ID do they ask you to use to log in ?

[genbook]

Vanguard mutual funds. I use my ID. I talked live to the VG tech support and he said that was the case - her accounts have her SSN, and I do not see a way in TurboTax to enter another SSN for the download. When I go to that screen in TT Premier it only gives me the choice of my SSN. The VG web page shows everything correctly, though.

[fanfare · Accepted solution]

This is a limitation due to the way Vanguard does things. You'll have to enter her sales manually.

[genbook]

Thank you! I already have, and it's only 2 funds.