3631018
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

How to fill in 1099 numbers if federal married filing jointly and state married filing separately

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!

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
MaryK4
Expert Alumni

How to fill in 1099 numbers if federal married filing jointly and state married filing separately

On the "mock" joint return, you should report the share of the interest and dividends that is your income.  In most casers, you wan to report 50% if a joint account.  It does not have to match your 1099s.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question