@PutThatCookieDown That was a fast response!
State filing in is California.
1. Understood on splitting state wages and withholding as well. It doesn't make sense otherwise.
2. For splitting income, i see two methods in the internet. Which option did you use?
Option A: For John's return, add both John and Jill's W2 to the software and in EACH W2 divide by half the boxes as you described
OR
Option B: For John's return, add both John and Jill's W2 to the software. Now total the boxes for each W2, divide by 2 and THEN enter the same number(since you dived total by half) in each W2 box. This will make the numbers in each W2 the same.
3. For things like stock sales, dividend, interest, I was thinking of just dividing them by 2 and adding to each return while disclosing that in 8958. I will attach those to each person's return the appropriate documents with the actual name of the person who got the 1099-DIV/B/INT with half the numbers
On "Question 2 - No, it's not completely automatic. When dividing W2 income in this section, you have to enter your spouse's portion in the spouse column and make sure the total equals what is on the original (100%) amount on the W2." When you say spouse's portion , do you mean the W2 with spouse employer or the total W2 info from the spouse's return?
