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sd4241
New Member

Married filing separately

 

I am filing MFS and have imported data from my TD Ameritrade1099 for a joint brokerage account.  Now I want to claim 50% of the items (my wife will claim the other 50%).  Is there an easy way to accomplish this in TurboTax?

 
 
 

 

 

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3 Replies
MaryK4
Expert Alumni

Married filing separately

You will have to manually edit the import or enter the information separately, there is not way to allocate by percentage with TurboTax imports.

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Married filing separately

no and you are supposed to issue your spouse 1099s for her 50%

Married filing separately

don't have joint ownership in investment accounts.

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