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I correctly entered 2 1099-INT forms from the same bank, one that belongs to both spouses and one that belongs to one, but the totals only reflect one. What’s wrong?

The app recognized the same institution entered 2xs, flagged it and asked me to review. Everything is entered correctly. I tried self help and “AI” asked me to review entries and make sure I have the latest updates. I downloaded the app right before I stated filing so it should be up-to-date. The only fix on my end would be totaling the interest onto one form but then I’d have to pick “belongs to both” while only half beings to both so that would be incorrect and the last thing I want to do is lie to the IRS.
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2 Replies
AmyC
Employee Tax Expert

I correctly entered 2 1099-INT forms from the same bank, one that belongs to both spouses and one that belongs to one, but the totals only reflect one. What’s wrong?

The program works best when you upload one document, then clear your browser, then upload the next document. Follow these steps:

Online version:

A full or corrupted cache can cause problems in TurboTax, so sometimes you need to clear your cache (that is, remove these temporary files).

For stuck information follow these steps:

  1. Delete the form 1099-INT, the one causing trouble. if possible, see How to Delete  
  2. Log out of your return and try one or more of the following:
    • Don't use Internet Explorer.
    • Clear cache and cookies,
    • Sign in using a different browser.
    • Sign in using a different device.
  3. Log back into your return.
    • Enter the information again. Upload the additional 1099-INT.

 

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I correctly entered 2 1099-INT forms from the same bank, one that belongs to both spouses and one that belongs to one, but the totals only reflect one. What’s wrong?

It is just as fast and easier to manually enter interest.  Then you can give each one a different name.  Like I have Wells Fargo 1

Wells Fargo 2

 

If you are using the Online version on the import screen at the bottom pick

Change how I enter my form then pick

Type it in myself

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