My accounts from my brokerage firm have been accessed, but my spouse's has not been

[stu-berger]

how do I get my joint filing to recognize my wife's accounts that are linked to mine?

[JohnB5677]

I'm not quite sure what you're asking.

• Do you and your wife have a joint brokerage account?
  • In that case, the first listed is considered the owner.
• Have you gotten 1099-B's for the accounts?
  • You may be able to download them.
  • You can enter them manually.
• Have you contacted the brokerage firm to request what you're missing?

[stu-berger]

We do not have joint accounts, but our accounts are linked. The only ones accessed were mine and not also my wife's. When I tried to access my wife's using the add function, I got a page that asked what brokerage I wanted to access, I answered the same brokerage that I had used for mine. I then got a page that had my accounts as before. How to I add my wife's accounts?

[JohnB5677]

Does your wife have a different account number? Or is it included in your account?

Did you check your imported records to see if her data is included?

Did you download a hard copy of the documents and compare to what is posted?

As a final alternative, you can manually enter her information from a hard copy.

[stu-berger]

I have not gotten a satisfactory answer and still cannot finish my taxes. Worst answer that I got was to enter manually. That is not what I am paying for. 

[AmyC]

The problem is in your cookies and cache. The brokerage firm has been accessed and it is going back to your information. Follow these steps:

1. Clear cache and cookies,
2. Log back into return
3. Add her brokerage account.