Married Filing Separately, how do I split dividend from joint investment accounts between me and my spouse?

nnrr · ‎June 6, 2019

Coleen3 · ‎June 6, 2019

The easiest way is to just split them 50/50, if both names are on the 1099-DIV. If only one name is listed, that party can indicate Nominee income for the other party.

(See the attached screenshot below. Click to enlarge.)

macuser_22 · ‎June 6, 2019

The rules can be different (and complicated) if you live in a community property state (Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington, or Wisconsin ) and have to allocate income.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

TerriAron · ‎April 2, 2023

I can't see a screenshot but have same question. Do we just each put 50% of each item (box information) from the 1099-DIV document?

RobertB4444 · ‎April 7, 2023

That will work whether you are in a community property state or not.

@TerriAron

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Married Filing Separately, how do I split dividend from joint investment accounts between me and my spouse?