topic Re: Married filing separately in Get your taxes done using TurboTax

Married filing separately

sd4241 — Tue, 24 Feb 2026 04:57:12 GMT

I am filing MFS and have imported data from my TD Ameritrade1099 for a joint brokerage account. Now I want to claim 50% of the items (my wife will claim the other 50%). Is there an easy way to accomplish this in TurboTax?

Re: Married filing separately

MaryK4 — Sat, 15 Apr 2023 16:24:31 GMT

You will have to manually edit the import or enter the information separately, there is not way to allocate by percentage with TurboTax imports.

Re: Married filing separately

Mike9241 — Sat, 15 Apr 2023 16:30:24 GMT

no and you are supposed to issue your spouse 1099s for her 50%

Re: Married filing separately

fanfare — Sat, 15 Apr 2023 16:58:00 GMT

don't have joint ownership in investment accounts.