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.
You'll need to sign in or create an account to connect with an expert.
This bug has existed forever and Intuit has never shown any interest in fixing it.
This bug has existed forever and Intuit has never shown any interest in fixing it.
Thanks , at least I know it's not me. I'll have to prepare 3 returns to do the comparison.
Still have questions?
Make a postAsk questions and learn more about your taxes and finances.
Armed_IRS_Agent_Bob
New Member
neecick
Returning Member
CHARU2017TAX
Returning Member
inquisitax
Returning Member
mceccarelli
Level 2
Did the information on this page answer your question?
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.