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Retirement tax questions
Thank you for responding, but it doesn't really answer my question regarding entering it in TurboTax. I know we need to file separately for our federal taxes. We received a joint 1099-G for our state refund from 2022 because we filed jointly in CA. It has both of our names on it. When entering 1099s in Turbo Tax deluxe (download, not online-I already know I need to use that,) I'm concerned about splitting the amount & entering an amount different from what is on the form. I know how to make it balance out at the end with the community property balance sheet, but who's account should I post the 1099 on?
March 9, 2024
4:29 PM