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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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Accepted Solutions

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

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

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2 Replies

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

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

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

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

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