Started return Married Filing Separately, entered all data, changed to Married Filing Jointly, added spouse info including SSN, and still nowhere is there any place to add spouse information.

[WaynesWhirled]

Apparently I should see a column for each person in the various sections, but there is no such thing anywhere.  Any ideas?

[Mike9241]

on a joint return, there are no separate columns for each spouse's income (maybe on some state returns) . They're combined on the various lines. Nor is there a worksheet when you are done that shows your income vs your spouse's income. Do you need this info for any reason? 

[xmasbaby0]

@Mike9241 This user posted in another thread about this issue earlier.  I think he made some mistakes with setting up a joint return and now just cannot locate the places by spouse name to enter income on the income screens.  He needs to correct some information in My Info.

[WaynesWhirled]

Bacially, I don't see a place to download various 1099 and investment income for my spouse from THEIR login at THEIR brokerage.  If I try, it just keeps going to my own login that I already entered when I did it for MY brokerage data.

[WaynesWhirled]

Everything in "My Info" has been reverified and is accurate:

My name, SSN, Marital Status, State of Residence

Spouse name, SSN, State of Residence

Filing Status: Married Filing Jointly

Correct address

[VolvoGirl]

Try this.   Maybe it will work for other brokers.  For Fidelity this user found a way here....

After I had downloaded from one account and the second one would not work, I looked at the Fidelity website and noticed that I was already logged in to my account (the one I had downloaded from). Turns out that TurboTax had not dropped the connection from the first account. I logged out of that one and tried to download the second account and I was presented with the login screen and could then download from the second account.

Unable to import second instance of brokerage (completely different accounts/credentials/data)