You can split the income that was reported on the 1099-DIV by taking the portion that applies to your ex and listing the dividend income as "nominee" income assigned to another. These are the steps you should follow for the assignment of the dividend income:
- In TurboTax, go to "Wages & Income"
- Scroll to "Investments and Savings"
- Click "Edit/Add." for the particular dividends to which this applies
- The next screen will ask if any uncommon situations apply, checkmark "I need to adjust" and click "I need to adjust these dividends".
- Place the amount of the dividends that applies to your ex in the adjustment amount line and click "you received all or part for someone else".
- Click continue and the portion of the dividends that applies to your ex should be deducted from your income.
Unfortunately, the pension allocation is much more complicated. There is no method to allocate pension income to another other than through negotiation for the extra tax you will have to pay for claiming the full amount listed on the 1099R. The method of negotiation, either through direct contact or through the legal system is really up to you.
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