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anilmy
Returning Member

Import from external websites always gets the account wrong

I use the import functionality for both me and my spouse, but whenever I use my spouse credentials to import something, the review form always has the belongs to in my name instead of my spouse

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1 Reply
MarilynG1
Expert Alumni

Import from external websites always gets the account wrong

If you're using TurboTax Online, after importing from the first account, clear your Cache and Cookies before doing the second account import.  The credentials from the first account may need to be cleared out to properly import the second account.

 

If you're using TurboTax Desktop, you can go to FORMS and change who the account belongs to directly on the worksheet.  

 

@anilmy 

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