Imported 1099Bs are getting assigned the wrong person’s SSN on our joint return. How do I override this? Taxpayer, spouse, joint options are not available.

[snow plow]

I've imported the financial data from several institutions. For some reason, TurboTax thinks that the accounts belongs to the "taxpayer". For 1099-INT and 1099-DIV forms, I can override that by selecting "joint" or "spouse" on the form where applicable. How do you set "joint" or "spouse" on the imported 1099B data?

[Mike9241]

on a joint return, it's not going to matter because the SSN associated with the a/c is not reported to the IRS by Turbotax.  By default the first taxpayer listed on the return is listed on forms 8949  and Schedule D.

[Eliut]

Be aware that any imported document can be overridden by going to the specific section. For 1099-INT or 1099-DIV go to Personal Income then select I'll choose what I work on which will show all the income sections. Go to Interest and Dividends and select the update button right to them. It will show the list of all 1099-INT or 1099-DIV depending on which option was selected. Once you select the one that needs to be fixed, under the section named "This interest belongs to..." select between the options: you, your spouse, or both.