1. Two kids allocate based on income.
2. Joint bank account, yes, claim half.
3. Charity, yes, half
4. Brokerage, your name, not hers
5. It depends on the ownership, if not in here name, not on her MFS.
You can allocate half of the joint income but not income in your name. For the mock Federal, follow the VA requirements and think as if you would actually file a separate federal return, who would claim what based on income. On 763 Instructions, page 11
A spouse may claim only those personal exemptions, itemized deductions and other deductions that could have been claimed had a separate federal return been completed. If the number of dependent exemptions or the amount of itemized deductions cannot be accounted for separately, they must be proportionately allocated between each spouse based on the income attributable to each.
For example, if you file a joint federal return, one of you is a nonresident and you are unable to account separately for the child and dependent care deduction, that deduction must be proportionately allocated between each spouse based on the income attributable to each. One spouse may never claim less than a whole personal exemption. Even in the case where spouses have equal income and one child, only one spouse may claim that child.
Her income and her half of your joint income along with exemptions based on income allocation.
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