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Level 3
posted Feb 22, 2022 8:00:59 PM

MFJ vs MFS "what if" not allocating 1099-DIV and 1099-INT amounts correctly (TT Home and Business desktop)

I am using TT Home and Business desktop and the MFJ vs MFS "what if" is not allocating 1099-DIV and 1099-INT amounts correctly for the "what if".

When I import , for example, my spouse's TD Ameritrade 1099 amounts, TT doesn't ask "who" these amounts are for ( why?).   I can go in and manually fix the ownership in the Schedule B worksheet forms but this is NOT reflected in the columns 3 and 4 in the "what if" spreadsheet. TT just allocates the 1099 totals 50% to me and 50% to my spouse making the "what if" useless.

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1 Best answer
Level 6
Feb 22, 2022 8:05:38 PM

This bug has existed forever and Intuit has never shown any interest in fixing it.

2 Replies
Level 6
Feb 22, 2022 8:05:38 PM

This bug has existed forever and Intuit has never shown any interest in fixing it.

Level 3
Feb 23, 2022 7:44:23 AM

Thanks , at least I know it's not me. I'll have to prepare 3 returns to do the comparison.