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@apunke wrote:

1. If I wanted to split the dividends/capital gains, do I need to fill out 1099-DIV (with myself as the payer and boyfriend as the recipient) + 1096 forms outside of Turbo Tax? 


TurboTax does not support Form 1099-DIV.

 


@apunke wrote:

Is this correct in addition to the above? 


Yes.

 

 


@apunke wrote:

.....will they just then enter that 1099-DIV information (that I issued them + then sent to the IRS)?


Yes.