Hi,
Using TT Deluxe on PC. Filing jointly. Filed jointly for first time last year. In the 'Walk me Through Everything' (WMTE) mode and entering 1099-INT page for a specific bank. Both wife and I have a 1099-INT from the bank. The page asks if the data being entered belongs to me, wife, or both. At this point, TT does not offer any clarifying entry instructions.
If I enter for me, then the next screen is for another institution. If I go back to previous screen and then select wife and enter data, then next screen shows her interest and not mine, not a total for both of us for this institution. TT can be very confusing and short on entry instructions in my experience.
So should the correct selection have been for both and I add 1099s for this bank? Or will TT come back and ask for other entry data later for other person in WMTE mode?
Whatever the answer is, is this the default approach when dealing with TT WMTE mode? Also applies to1099-DIV?
Thanks
