TurboTax downloads interest from a joint-tenancy brokerage account to wrong TurboTax return

Bookingood · ‎July 15, 2020

TurboTax downloads the interest from a join-tenancy brokerage account to the wrong TurboTax return. It downloads to the second tenant, not the first.

The brokerage house points to TT because it is a coding error in TT software. The brokerage house has no control over this download.

SusanY1 · ‎July 15, 2020

TurboTax can't handle this type of import at this time, unfortunately. There is no way to re-direct or re-map the data. It will need to be entered manually.

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TurboTax downloads interest from a joint-tenancy brokerage account to wrong TurboTax return