My wife and I are separated but filing jointly. I received her investments from the same institution I work with, How do I include her investments in the form?

[xmasbaby0]

If you are filing a joint tax return, then all of your combined income goes on the same tax return.  The IRS does not care if you are living together.   When you enter income on a joint return, there will be spots for each spouse on the income entry screens.  Make sure you enter the income for each spouse under the correct name.   If you are getting a refund, it will come in both names; if you owe tax due, it is owed by both of you.

[Terri Lynn · Accepted solution]

Since you're filing a joint tax return, all of your income and your wife's income and investments must be on that single return, even if you are separated. 

Since you are filing a joint tax return, all of your income and your wife's income and investments must be on that single return, even if you are separated. 

Here is a simple way to do it:

• Check your filing setup. Before you start entering numbers, just quickly confirm your tax return is set up correctly. Log into your account and go to the 'Personal Info' or 'My Info' section. Make sure you've selected "Married" as your marital status and that you're filing together. Also, double-check that your wife’s name, Social Security Number, and other personal details are all there and correct.
• Go to the investments section. In your tax program, look for the 'Wages & Income' area. From there, you'll find the section for 'Investment Income.' This is where you'll be entering everything from your
• Enter your wife's investment details. For each investment form you have for your wife, you'll enter the information just like you do for your own. The program will ask if you want to import the forms or type them in manually. Since the accounts are at the same institution, you might be able to import her information along with yours, but if not, just select the option to type it in yourself. As you enter the details, the program will prompt you to indicate who the income belongs to. You can simply select your wife's name from the list.

Helpful Links:

• Investment Guide Hub TurboTax 
• Where do I add my spouse's income?

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