Hi. I looked at this thread and it seems like the bottom line is that the What-If Worksheet DOESN'T WORK. Am I wrong? My situation: second marriage, complicated pre-existing financial lives that we have not merged, trying to figure out how to allocate taxes, even if we file jointly. This worksheet seems to be made specifically to address our situation, but a) there are no instructions as to how to use it, and b) it fails to allocate data properly between the two of us. Sometimes that's because it doesn't ask who the data applies to (e.g., capital gain from sale of land), and sometimes even when it does ask, it overrides that and evenly splits the data between us (e.g., dividends, Medicare taxes paid, dependent child). I've spent maybe seven or eight hours on the phone with TT agents, most of whom didn't even know this worksheet existed, and none of them could solve my problem. The only solution seems to be to create three separate returns - one for me, one for my wife, and one joint - and compare. This is the very thing I hoped to be able to avoid, and the very thing this worksheet is ostensibly designed to help me avoid. Do you have any insight?
