How do I avoid double counting our joint account. Married filing jointly. Our joint non-qualified account and RMDs from IRAs would all be imported from the same Broker.

[R1952]

Does TurboTax recognize the same account number for a joint account when two SSN's import from the same investment broker?

[Mike9241]

It depends on the process, which can differ among brokers and financial institutions. All you can do is try and see what happens. Duplicatees can be deleted. However, it's important to make sure none were not included in your joint return