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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You will have to manually edit the import or enter the information separately, there is not way to allocate by percentage with TurboTax imports.
no and you are supposed to issue your spouse 1099s for her 50%
don't have joint ownership in investment accounts.
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