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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
HelenC12
Expert Alumni

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?

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

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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?

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

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