About jlee3

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Re: Importing Spouse's 1099-B.

Thanks for your response. My subject line may have been misleading but question I asked was that how to correct the owner of 1099-B as Turbo Tax is not asking w...

jlee3

Updated Mar 14, 2026
Re: How do I change the ownership of a 1099B account (stock sales) t...

I was able to import, but Turbo Tax 2025 does not ask if it is mine or Spouse' 1099B. I tried to correct it through Edit, but there's no option to change it eit...

jlee3

1

Updated Mar 09, 2026
Re: Received 2019 1099R Code P -- Declared excess on 2018 return

I'm in a similar situation.I had 2018 Excess 401K Deferrals of $845 (original contribution) and I reported this under "other earned income" per TurboTax 2018 in...

jlee3

1

Updated Feb 29, 2020

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Date Registered	‎February 29, 2020 5:38 PM
Date Last Visited	2 weeks ago
Total Messages Posted	4

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