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Brokerage Joint Account downloads the INT and DIV data into both of our accounts = duplicate income.

Fidelity Investments Joint Account downloads the INT and DIV data into both accounts in TurboTax = duplicate income.

 

Is there a way to have it this correctly, or do I have enter these form individually?

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1 Best answer

Accepted Solutions
CatinaT1
Employee Tax Expert

Brokerage Joint Account downloads the INT and DIV data into both of our accounts = duplicate income.

Are you able to delete the duplicate entries or change the amount to the second one to a 0?

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4 Replies
CatinaT1
Employee Tax Expert

Brokerage Joint Account downloads the INT and DIV data into both of our accounts = duplicate income.

Are you able to delete the duplicate entries or change the amount to the second one to a 0?

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Brokerage Joint Account downloads the INT and DIV data into both of our accounts = duplicate income.

Yes, after reviewing it more I was able to delete the duplicate entries

Thanks

burkintax08
Returning Member

Brokerage Joint Account downloads the INT and DIV data into both of our accounts = duplicate income.

I experienced the same issue, whereby our joint accounts were downloaded with each of our investment account login downloads producing double downloads. 
Question: it seems easier to delete duplicate entries by deleting the duplicate form (the forms being found in the forms view, under Schedule B in the left frame).  But by deleting the form(s), does that automatically update the calculation worksheets?  I'd definitely rather do this deletion than have to enter many figures manually.

Thanks in advance for your response.

Brokerage Joint Account downloads the INT and DIV data into both of our accounts = duplicate income.

By deleting the dup form it all seemed to come out correct.

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