How do I import my spouses 1099-B? Every time I try it imports my 1099-B again. I don't see an option to download different accounts from same brokerage.

greg121821 · ‎May 1, 2021

Mike9241 · ‎May 1, 2021

log out of your account. then use the import function using her log-in info. if that doesn't work contact the financial institution for help.

macuser_22 · ‎May 1, 2021

Does your spouse have their own online account with their own and password at the brokerage? Each persons account is separate.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

greg121821 · ‎May 1, 2021

Yes, My wife has seperate account at the same brokerage, but I dont see an option in the process to give info for her account.

pramodnishi · ‎April 17, 2022

can someone help how to enter Spouses 1099 B when filing jointly ?

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How do I import my spouses 1099-B? Every time I try it imports my 1099-B again. I don't see an option to download different accounts from same brokerage.