luckoirish27
Returning Member

PA Schedule D ownership changes numbers

Married, filing jointly- My husband and I both had investment sales this year in different, individual accounts.  Turbotax combined the LT/ST sales to come up with a total, but there's no way to divide out which was mine vs. his. I marked them as being owned by both of us since there was no way to mark which belonged to me vs. my husband.  Where they were individual, I marked them with the correct owner.  TT created 2 Schedule D's- 1 for each of us- then divided the joint number in half, which isn't accurate because one person's accounts had most of the activity.  I noticed one of the other sales was assigned to the wrong person so I went in and changed it and my refund changed.  The only numbers that changed were based on moving that loss from one owner to the other.  Based on this, it seems my return would change if I was able to accurately split the LT/ST gains to the correct owners.  Is there a way to bypass the combining?