My spouse (separated) will not agree to file jointly, so we are married filing separately but have three things to settle. We are in NY (not a community property state). I've had a hard time finding answers to this.
1) We have one joint bank account for which I received a 1099-int. Only my name and ss# is on it (not sure why) but it was a joint account. Can we split it however we want (50/50 for example, or even 100/0) so long as the total interest adds up to the correct total on the 1099
2) We have a Wealthfront account that has 1099-B short- and long-term gains and losses plus a 1099-div. The 1099-B has tons of sales, then computes a combined total for short- and long-term. Both names are listed (mine first), and my wife doesn't care if I claim the whole thing. Can I report the whole thing, the 1099-div and combined 1099-B, and she report nothing? Then can I use the combined amounts, which very much simplifies the return?
3) Finally, we have a 1098 listing both names for mortgage interest. Same question as #1 - can this be split however we wish, like 50/50 or 100/0 (where only one of us would list it). We are both taking the standard deduction so maybe it doesn't even matter.
Thanks so much.
