My wife and I have a joint account at Fidelity Investments and each has an IRA Account. When I downloaded my tax forms it provided the joint account information and my IRA. Then I had to download my wife's tax forms to get her IRA form, but the download added a second set of joint account forms doubling our taxable income from Fidelity, which I could not get rid of. Ended up having to manually input data. Took hours. Very perturbed.