In the 1099 section (filing jointly), you ask if the dividend belongs to person A, person B, or both. How can I filter the data to show just person A?

[dmbriggs]

I want to see the total Capital Gains Distributions for each of us. Same for dividends. Can TT do that?

[DianeW · Accepted solution]

The owner of the income is usually important on the state returns, however the federal return wants the income reported in total for a joint return. There won't be a sheet that separates the income by taxpayer and spouse for you to see the total for each person by category.

You can set up separate TurboTax accounts for each of you  by creating them to use for testing or any purpose.  You must create new user names and passwords. You don't file the returns or use the file tab, but you can see how your returns look separately and see the separate income, deductions and credits. You don't need to register or pay for a second test account as long as you don't use the file tab.