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

Forum|Forum|2 years ago
February 29, 2024
1 reply
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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?

TurboTax Home & Biz Windows

Best answer by CatinaT1

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

CatinaT1Answer

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

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dsttexasAuthor

Employee

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

Thanks

burkintax08

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.