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Level 1
posted Jul 15, 2020 11:46:10 AM

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

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.

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1 Replies
Expert Alumni
Jul 15, 2020 12:27:13 PM

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.