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sharing deductions - order and %
My wife and I can share charitable and medical expenses/deductions
We can also split pensions
How do we know how to do so to our best advantage including
a. which ones to share/split
b. % to share
c. order in which to share
Would it be better to file separate returns and put all deductions on one return?
Our incomes are very different so I suspect it makes a difference
In the program the maximizing tool seems to do only one at a time and as if the others don't exist
(PS would also like a turbotax answer as to whether the permutations are considered within the program)
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‎January 8, 2024
2:31 PM