Anonymous
Not applicable

Deductions & credits

this is a method that you may want to consider.     split your income and deductions.

so the total for both equals the taxable income on the return 

take yours and divide by the taxable income.

multiply the fraction from above by the tax before credits. 

subtract your share of credits

add your share of additional taxes

subtract your withholding

subtract your share of estimated tax payments

the result could be your share of taxes is actually higher than the amount you paid in

 

do same for spouse

just to make sure the results for both should equal the refund

 

basically this is how professional software does it, but judgement is called for in splitting some items such as interest income from a joint account  and itemized deductions.  professional software will split the items 50/50 when joint is indicated.   TT does not have this feature.