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New Member
posted May 1, 2021 10:52:15 AM

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.

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4 Replies
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.

 

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.

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.

New Member
Apr 17, 2022 10:52:19 PM

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