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ZombieTaxes
Returning Member

Incorrect account owner listed for investment interest

How can I correct the account owner on my investment accounts? It's listing all my accounts as "Taxpayer" when they should say "Joint", as they are all owned by me and my spouse (yes, we are filing jointly). In the Fed tax return, this is only listed in the worksheets, so I know that doesn't really matter. But on the state taxes for PA, they are all listed as owned by "Taxpayer" on the "PA Schedule A" and "PA Schedule B". 

 

I'm using TurboTax online and can't find where to change this. I've tried to edit the accounts under "Investments and Savings", but I can't find anywhere about who owns the account. 

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3 Replies
JulieS
Employee Tax Expert

Incorrect account owner listed for investment interest

Yes, when you are doing a married filing jointly tax return in TurboTax, there is s field to show ownership of the account in the form for the income. 

 

See the image below. This one is for dividends, but you can find the same field for the interest income and broker transactions. To change ownership, select the dropdown and select the correct owner. 

 

 

 

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ZombieTaxes
Returning Member

Incorrect account owner listed for investment interest

I was able to assign the accounts correctly, but the Schedules A/B/D are still not saying "Joint". TurboTax is randomly assigning half to me, and half to my spouse. 

RobertB4444
Expert Alumni

Incorrect account owner listed for investment interest

Half to you and half to your spouse would be joint.

 

@ZombieTaxes 

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