Q. My spouse and I file jointly. A student loan servicer wants me to enter my AGI and her AGI separately. How do I determine those numbers?
A. TurboTax doe not have a standard worksheet that shows a breakdown of income by spouses. You may have to determine that manually.
The CD/Download TurboTax software (but not the online versions) has a What-If Worksheet that may help.
- Go to forms mode - Ctrl 2 (forms mode) or click Forms Icon (upper right)
- Click on Open Form , in the search box type What-If worksheet, click on form, when it pops up, then click Open Form.
- On the What-If Worksheet on the right of your screen, there is a box for a MFJ vs. MFS comparison, check that box. That will give you a breakdown of income by spouse.
As, @Mike9241 suggested you may want to ask your loan company how they want it. Many lenders require you to file as Married Filing Separately, to qualify for an income-based repayment plan.
