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When filing jointly, you ask if the dividend belongs to person A, person B, or both. How do you define who it belongs to?

We are filing jointly and TurboTax is asking if a dividend belongs to person A, person B, or both.  How  should we determining whether to choose A(me),  or B(my spouse), or both?  If filing jointly, should we be choosing 'both'? Or do we simply select "(belong to)both" only when both spouses' names are on 1099-DIV form?  

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1 Reply
rjs
Level 15
Level 15

When filing jointly, you ask if the dividend belongs to person A, person B, or both. How do you define who it belongs to?

Choose the person whose name is on the Form 1099-DIV. If both names are on the 1099-DIV choose "both."

 

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