How to fill in 1099 numbers if federal married filing jointly and state married filing separately

Forum|Forum|11 months ago
April 6, 2025
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My husband and I will file our federal tax return using married filing jointly, but state tax return using married filing separately. I understand that I need to create a mock return of married filing separately in Turbotax to get to my State return. My question is how I should fill in the 1099 form (INT, DIV) figures in the Federal session. For example, we receive $10,000 interest income from our joint accounts and that number is reported in the 1099 form. Should I fill in half of it, $5,000? Will that present a problem due to the number not matching the 1099 form?

Or should I still fill in $10,000, assuming there is a place in TurboTax that can check if this is a joint account and TurboTax will be able to take half of it automatically while doing the state return tax? Thanks!

MAK70

On the "mock" joint return, you should report the share of the interest and dividends that is your income. In most casers, you wan to report 50% if a joint account. It does not have to match your 1099s.