Question

My wife and i have separate accounts at the same brokerage firm. How do i change credentials to connect to the firm when trying to add another 1099-Div (mine and hers)?

Forum|Forum|5 years ago
May 6, 2021
1 reply
0 views

I started the 1099-Div section using her credentials. Now when i am trying to add the 1099-Divs for my accounts, the app defaults to using her credentials which over-writes the info we just downloaded and reviewed. There doesn't seem to be an option to clear the credentials or change users.

TurboTax Premier Online

M

Mike9241

you have to click on the icon to add another and then use the import function and enter the information requested. if this doesn't work. save your return and make sure you log out of your wife's account. then reopen your return and enter the info requested for the second account.