My husband and I will file our federal tax return using married filing jointly, but state tax return using married filing separately. I understand that I need to create a mock return of married filing separately in Turbotax to get to my State return. My question is how I should fill in the 1099 form (INT, DIV) figures in the Federal session. For example, we receive $10,000 interest income from our joint accounts and that number is reported in the 1099 form. Should I fill in half of it, $5,000? Will that present a problem due to the number not matching the 1099 form?
Or should I still fill in $10,000, assuming there is a place in TurboTax that can check if this is a joint account and TurboTax will be able to take half of it automatically while doing the state return tax? Thanks!