Is there a way to make the What-If Worksheet actually work? It didn't work last year and apparently has not been fixed.

[tuckerlogan523]

I bought the desktop software specifically for the What-If Worksheet so I can compare MFJ to MFS. But it seems not to work. The values I'm entering in EasyStep are not carrying into the What-If Worksheet.

[RogerD1]

I used a mock return for a married couple to take a look at the What-if worksheet.  After clicking the box for MFJ vs. MFS on the What-If worksheet, it correctly split the income items for the couple.  I was also adding additional income items and those also carried to the joint income and also the to the respective spouse for the MFS part.  Is everything you enter not carrying over into the worksheet or are there specific items that don't carry over correctly?  Any additional details you could provide to describe what you are seeing will help us to better help you.

[D000D]

I'm having a similar problem. We live in Washington State and were married in May of 2025. The worksheet is not properly allocating separate and community property.

The worksheet does seem to keep wages, pensions, royalties, and social security income properly split between taxpayer and spouse, but the worksheet seems to do a 50/50 split for non-wage income and capital gains. In Washington state the sale of my spouses home (in September 2025) should be considered separate property, but the worksheet appears to split the gain equally. Also since our investment assets are owned separately and the income and capital gains from these assets are kept separately they should not be split 50/50 in the worksheet. 

I also noticed that it isn't properly transferring spouse's age into the MFS column for my wife. It should show my age for spouse's age, but instead it shows her age for both the taxpayer and spouse's age.

Are these issues being investigate? Will the What-If worksheet be fixed? If not, I strongly recommend that a disclaimer be added to the worksheet stating that income and capital gains may not be split correctly.

[DaveF1006]

If you are using TurboTax desktop, you can manually allocate these amounts directly on Form 8958. Since you mention a worksheet, I suspect you are in the desktop version. If so, you can allocate these amounts manually on Form 8958.

As far as the age goes, go to the personal worksheet in the forms for your wife.  You can remove the incorrect age and type in the age in the form.