Question

How can I add a spouse's separate consolidated 1099 form? My spouse and I keep separate investment accounts, but Turbotax won't let me import from more than one account.

Forum|Forum|5 years ago
May 11, 2021
1 reply
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Example: We both have TD Ameritrade accounts with unique account numbers. I imported my own 1099 consolidated form, but when I try to import my spouse's (married filing jointly), it keeps reverting back to mine instead of giving me an option to put in his account number and details.

TurboTax Premier Online

CatinaT1

Multiple Brokerage Accounts
If you have a single broker for multiple accounts, when the selecting to add another account for the same broker: Clear cookies and then search for your broker via the search bar rather than clicking the broker icon. This should allow the screen to input account information and import the data.

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