topic MFJ vs MFS "what if" not allocating 1099-DIV and 1099-INT amounts correctly (TT Home and Business desktop) in Get your taxes done using TurboTax

MFJ vs MFS "what if" not allocating 1099-DIV and 1099-INT amounts correctly (TT Home and Business desktop)

loopless — Mon, 09 Mar 2026 05:12:11 GMT

I am using TT Home and Business desktop and the MFJ vs MFS "what if" is not allocating 1099-DIV and 1099-INT amounts correctly for the "what if".

When I import , for example, my spouse's TD Ameritrade 1099 amounts, TT doesn't ask "who" these amounts are for ( why?). I can go in and manually fix the ownership in the Schedule B worksheet forms but this is NOT reflected in the columns 3 and 4 in the "what if" spreadsheet. TT just allocates the 1099 totals 50% to me and 50% to my spouse making the "what if" useless.

Re: MFJ vs MFS "what if" not allocating 1099-DIV and 1099-INT amounts correctly (TT Home and Business desktop)

bobweissman — Wed, 23 Feb 2022 04:05:38 GMT

This bug has existed forever and Intuit has never shown any interest in fixing it.

Re: MFJ vs MFS "what if" not allocating 1099-DIV and 1099-INT amounts correctly (TT Home and Business desktop)

loopless — Wed, 23 Feb 2022 15:44:23 GMT

Thanks , at least I know it's not me. I'll have to prepare 3 returns to do the comparison.