Duplicate import?

[confusedrf]

We're getting a bit older and we actually had some dividends in interest on some investments we made for ourselves and children this year. 

I don't know if it's appropriate to mention the bank etc I will just call it WF. WF sent us paper copies of our 1099s My wife and I have both a joint account and she has an account in her own name. 

After importing our joint account by entering our password and then further importing my wife's separate account and putting her separate password we noticed that in addition to my wife's 10 99s under her account...a duplicate set of our joint investments appeared under her name as well.

I checked with our finance guy he said the paperwork that we received should be correct and yes that paperwork shows everything as it should be however the TurboTax import seems to have taken what was in our joint account and also stuck it under my wife's account.

Nevertheless I was quite upset by this since had I not caught this or we had a different tax guy who didn't catch it I could have paid more taxes and we should have.

I initially blamed WF however my finance guy mentioned that this was the second time within a week someone had experienced this and interestingly enough the other person also used TurboTax. 

So why did this happen, who's to blame and should I be riding a WF a real nasty letter.

[confusedrf]

Anyone?

[Greenspace1000]

I'm not an accountant but do have dividends and interest from many investments like you.  I never import because there are really only a couple of numbers to enter and I don't want the downloads to screw it up (sounds like this happened).  Even if you buy and sell multiple investments Turbotax only requires entering total Ordinary Dividends and Qualified Dividends and any Foreign Tax if you have stocks from a company based overseas (Stelantis for instance is based in Netherlands).  For stock sales, you only report total Long Term vs. Short Term Proceeds and Total basis for each category.  So if filing jointly, even for the same bank, you and your wife likely have different accounts and therefore need to file them as two accounts:  XYZ Bank, John, Dividends; XYZ Bank, Sally, Dividends, for instance.  Your bank is required to file a detailed report to the IRS so you don't need to enter all of that.  So you might want to consider starting over on income, deleting all downloads and entering manually.

[confusedrf]

.. essentially what I did.  Yes two accounts one in her name and one in both our names.  Paper work looked good. Imports duplicated what was under both our names under hers. It was simple enough to delete but now I worry what WF reports to IRS....is that duplicated???  Then again some are saying it's a TT bug. I sleep better knowing!