How to enter non spouse joint investment income allocations in turbo tax premier. Allocation % default to sharing with a spouse. Does the allocation with non spouse have to be entered manually base on proportions or is there a way for turbo tax allocate

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Apr 3, 2024 1:55:26 PM

If you are splitting and investment with someone who is not a spouse, you'll have to calculate the split amounts manually. Example: If you are splitting a T5008 50/50 with your father, instead of putting your proceeds as $1000, you would enter $500.

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How to enter non spouse joint investment income allocations in turbo tax premier. Allocation % default to sharing with a spouse. Does the allocation with non spouse have to be entered manually base on proportions or is there a way for turbo tax allocate