If you want more ability to assign credits, you need to prepare separately for you and your spouse. That's what I do for the very reasons you raise, namely that joint preparation invokes certain rules of credit. Usually,assigning all donations to one partner makes sense.
If you want more ability to assign credits, you need to prepare separately for you and your spouse. That's what I do for the very reasons you raise, namely that joint preparation invokes certain rules of credit. Usually,assigning all donations to one partner makes sense.
My wife and I file our returns together and because she usually has more donations than she can use (Fed tax = 0) It would be useful (NOT optimized) to be able to divide the donations to reduce the other spouses taxes without resorting to using the OVERRIDE feature of the software, which NETFILE does not allow. I have found by using the override on one spouse's return and NETFILE the other works and then switching the override to the other spouse who has just successfully filed with NETFILE.