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Level 3
posted Feb 8, 2023 3:33:12 PM

If I start to import financial data, TurboTax does not ask for which spouse. Instead it asks for the financial institution. How do I switch to the other spouse?

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2 Replies
Expert Alumni
Feb 8, 2023 3:49:03 PM

You need your financial data so you can report the information on your income tax return(s). 

Level 3
Feb 8, 2023 4:58:19 PM

I tried that, but it failed. I had to enter the data for the second IRA by hand.