It's only the capital gains that are incorrectly allocated. It seems incorrect that checking the spouse box on the TurboTax form does not attribute the capital gains to the spouse. The 1099 Div is for an account that is wholly owned by the spouse and is filed with the IRS using the spouse's SSN. This is important on the GA Schedule 1 Retirement Income Exclusion section since the exclusion is calculated separately for the taxpayer and spouse. However, in the Step-by-Step view I found the opportunity to change the incorrect allocation. Thank you for the prompt response.
