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Level 1
April 15, 2023
Question

Married filing separately

  • April 15, 2023
  • 2 replies
  • 7 views
 

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?

 
 
 

 

 

    2 replies

    MaryK4
    Level 15
    April 15, 2023

    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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    Mike9241
    Level 15
    Level 15
    April 15, 2023

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

    Mike9241
    fanfare
    Level 15
    April 15, 2023

    don't have joint ownership in investment accounts.