faxianjhuang
Returning Member

Deductions & credits

Thanks for the quick reply! I'm able to override the numbers and choices. My spouse had neither of "Qualified Dividends and Capital Gain Tax Worksheet" and "Schedule D Tax Worksheet" so I picked "Neither" to the question "Tell us if you had either of these worksheets" about capital gains, despite that it auto-populated the "Qualified Dividends and Capital Gain Tax Worksheet" choice from my 2022 return (we both filed single in 2022, so I figured we should stick with his return). However, the tool later complains:

 

Form 8801: Question A3 should not be checked since there are information from prior year Schedule D Tax Worksheet

 

and I noticed the Form 8801 has my SSN (with both our names).

 

How can I go about this?