TurboTax

File with experts
File your taxes
Experts at your fingertips

An expert helps with your taxes, or does them for you
TurboTax Expert Full Service

TurboTax Expert Assist

TurboTax Self-Employed
Prior year taxes
File myself
File myself
Do it yourself

We'll guide you step-by-step
TurboTax Do It Yourself

TurboTax Self-Employed

TurboTax Desktop
TurboTax Free

Activate your product

Prior year taxes
Business
Business
Business taxes

Get your T2 corporate return done right, your way
TurboTax Business

TurboTax Business Desktop
Tax situations
Tax situations
Tax situations

Find extra guidance for your big life moves
For investors

For 25 and younger

For self-employed

For new to Canada

For life changes
Resources
Resources
Resources

Explore tax tools, get tips, and read reviews
Personal income tax calculator

RRSP savings calculator

Learning hub

TurboTax support (FAQ)

TurboTax community
Pricing

Community

Question

Multiple brokerage accounts

Forum|Forum|2 years ago
February 7, 2024
1 reply
0 views

I launched TurboTax and chose to import 1099-INT and 1099-DIV. When prompted by TurboTax I signed into my wife's account. The info was correctly imported EXCEPT.... TT attributed the income to ME instead of my WIFE!

Employee

You can edit the entries to switch them to your wife or joint, as needed.

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

Avi8orAuthor

Yes, I can do that. I just thought TT would recognize whose account was being imported.

First it applies it to the primary taxpayer ( the one listed first) automatically and second unless you are filing an injured spouse form it is immaterial who they are listed under.