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.
04723
4 Replies
Mike9241
Level 15
May 1, 2021 10:57:52 AM
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
Level 15
May 1, 2021 10:58:50 AM
Does your spouse have their own online account with their own and password at the brokerage? Each persons account is separate.
greg121821
New Member
May 1, 2021 11:02:48 AM
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
New Member
Apr 17, 2022 10:52:19 PM
can someone help how to enter Spouses 1099 B when filing jointly ?